Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life’s Third Act

/in , /by

Subscribe: Apple Podcasts | RSS

Subscribe: RSS

In this episode, Attorney-CPA Joe Cordell provides practical guidance on the complex issue of family heirlooms in estate planning. Join Mr. Cordell as he explores the process of determining heirs, discussing fair distribution, and integrating these valued possessions into your estate plan.

Mr. Cordell will share strategies to prevent conflicts and ensure your family’s history is preserved through these treasured items. He offers clear insights into the legal considerations and options available to facilitate the smooth transfer of heirlooms. Whether you’re starting your estate plan or seeking to enhance an existing one, this episode offers practical advice to help you navigate the intricate process of safeguarding your family’s legacy.

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

Estate Planning for Life-Changing Events: Heath Ledger’s Story – EP. 85 – Life’s Third Act

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell is back this week, with a new special guest, Life’s Third Act’s very own researcher, Marlea Parson. Today in their conversation, they dive into an eye-opening topic – the legacy of Heath Ledger and the lessons we can learn from his untimely passing.

Join them as they explore the ins and outs of Heath Ledger’s estate plan, uncovering the unforeseen consequences that arose due to overlooking a critical life-changing event: the birth of his daughter. Through this in-depth case study, they emphasize the importance of estate planning and continual updates to your estate plan in the face of significant life milestones. Discover why staying proactive and adapting your estate plan to evolving circumstances can make all the difference for your loved ones.

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

Costly Estate Planning Mistakes to Avoid – Part 2 – EP. 84 – Life’s Third Act

/in , /by

Subscribe: RSS

Join in as Attorney-CPA, Joe Cordell, continues his conversation about costly estate planning mistakes in part 2 of Life’s Third Act. In this episode, we’ll dive deeper into the nuances of estate planning, focusing on practical advice and relatable stories to help you navigate the ins and outs of this crucial process.

Discover the dos and don’ts that can make all the difference in protecting your family’s future and legacy. Mr. Cordell shares insights drawn from his experience, shedding light on the potential downfalls when it comes to wills, trusts, and other essential estate planning documents. Learn how to minimize estate taxes, ensure the right beneficiaries, and shield your assets from probate costs.

Through real-life examples, you’ll gain a clear understanding of why keeping your estate plan current is vital, given life’s ever-changing nature. Whether you’re just starting out or refining an existing plan, this episode will help you to gain the practical knowledge needed to make informed choices and provide a secure path for your loved ones’ future. Join us for another engaging discussion that brings the world of estate planning to a relatable and understandable level.

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

Costly Estate Planning Mistakes to Avoid – Part 1 – EP. 83 – Life’s Third Act

/in , /by

Subscribe: RSS

Join us for part 1 of this Life’s Third Act episode, where Attorney-CPA Joe Cordell shares tips to avoid common estate planning mistakes. Discover the do’s and don’ts that will help to protect your family’s future and legacy.

Learn about potential downfalls in creating wills, trusts, and other crucial estate planning documents. Mr. Cordell offers insights on minimizing estate taxes, ensuring proper beneficiary designations, and protecting assets from probate costs.

Through real-life examples of estate planning mishaps, Life’s Third Act is here to help you understand the importance of regular updates to your estate plan to adapt to changing circumstances. Whether you’re starting your estate plan or improving an existing one, tune in for valuable knowledge to make informed decisions and secure a future for your loved ones.

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