Planning for the Future: Top 10 Reasons Why Estate Planning Matters – EP. 69 – Life’s Third Act

/in , /by

Subscribe: RSS

Welcome to another episode of Life’s Third Act with Attorney-CPA Joe Cordell. In this episode, Mr. Cordell will be discussing a topic that everyone should pay attention to: the top 10 reasons why estate planning matters.

Estate planning is essential for everyone, regardless of their age or wealth. In this episode, Mr. Cordell breaks down the top 10 reasons why estate planning is crucial for protecting your assets and securing your legacy. From avoiding probate and minimizing taxes to providing for your loved ones and ensuring your healthcare wishes are respected, estate planning can help you achieve your goals and leave a lasting impact on the world. Mr. Cordell is sharing his expertise and insights on why estate planning should be a top priority for everyone.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Click: https://tuckerallen.com/

Call: 314-335-1100

Making Your House a Home for Life – Part 3 – EP. 68 – Life’s Third Act

/in , /by

Subscribe: RSS

Join us for the final piece of our three-part series in which Attorney-CPA Joe Cordell is discussing staying in the home that you are in for life. In part two, Mr. Cordell focused on the feasibility of your home and finances. In this episode, he’s tying it all together by discussing what will be the underlying legal framework to fund everything that has been touched on in this series.

Having the correct legal documents in place to stay in your home is one of the most important factors in reaching your goal. Putting your wishes put into legal documentation allows you to stay in control, no matter the outside influences. Mr. Cordell gives an overview of the importance of having a Durable Power of Attorney. He also touches on the in’s and out’s of a revocable trust.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Making Your House a Home for Life – Part 2 – EP. 67 – Life’s Third Act

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell is back this week bringing you part two of our three-part series focusing on staying in the home that you are in for life! Last week, Mr. Cordell gave an overview of how your long-term healthcare may look if you want to stay in your home, this week he is covering if your particular home is suitable for carrying you through until the end.

If you want to maximize the odds of staying in your home, it is important to think about the feasibility of the house itself. Proximity to regular destinations, the layout of the home, and accessibility to delivery and transportation services make all the difference. Mr. Cordell discusses and breaks down all of the different areas of financial feasibility, as well. What will your budget look like? Will you need to allocate extra funds for care? Are you prepared for the cost of living increases? Staying in your home for life may sound daunting, so we want to help you thoroughly prepare for this goal.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Making Your House a Home for Life – Part 1 – EP. 66 – Life’s Third Act

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell is bringing you a three-part series in which he focuses on staying in the home that you are in for life. Retirement facilities aren’t for everyone, which is why Mr. Cordell is examining what exactly it takes to reach the goal of forever staying in the place you call home.

In this series, Mr. Cordell will be discussing how to clarify what your goal is when it comes to staying in your home. Part 1 covers everything you need to know about the concern of developing potential health issues and how to cover all of your bases if you would like to remain in your home instead of a facility. He helps to define the difference between medical and custodial care, determine what kind of care you may potentially need, and the different care options you may encounter if you want to stay in your home.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.