Major Mistakes That You May Be Making During Estate Planning – RERUN – EP. 152 – Life’s Third Act

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On this episode of Life’s Third Act, Attorney-CPA Joe Cordell does a deep dive on a recent article published in the Wall Street Journal titled, “The Biggest Mistakes People Make With Their Wills” written by Cheryl Winokur Munk.

Mr. Cordell talks through the article, breaking down and further detailing how these mistakes can affect your estate plan. He touches on topics such as forgetting digital assets, how mismatching beneficiaries can affect your planning, the importance of regularly updating your will, and more. With 60% of Americans not having an estate plan, according to the article’s author, Mr. Cordell discusses how crucial it is to get a proper will and trust in place to protect your assets and the future of your loved ones.

You can read the Wall Street Journal article here – https://www.wsj.com/articles/biggest-mistakes-wills-2d13dc44

Son of A Star: An Interview With Glen Campbell’s Son, Travis – Part 3 – EP. 151 – Life’s Third Act

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In the third installment of Joe Cordell’s interview with Glen Campbell’s son, Travis shares an inside scoop on the financial and legal dealings of his late country star father. With exclusive court documents in hand, the two discuss Glen’s relationship with his fourth wife, Kim Campbell, her financial impact on the singer, as well as Travis’ struggle with visitation and his father’s will. It’s a side of the country crooner that few people know, as Travis tells his story to educate and protect others from a similar fate. That and more, only on this special series of Life’s Third Act with Joe Cordell.

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Son of A Star: An Interview With Glen Campbell’s Son, Travis – Part 2 – EP. 150 – Life’s Third Act

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On the latest episode of Life’s Third Act, Joe Cordell uncovers another chapter in the Glen Campbell estate story with Campbell’s son, Travis who was disinherited from the country star’s will in 2006. In part two of this tell-all, Travis and Mr. Cordell discuss not only Glen’s family life but uncover a trove of exclusive court documents and details of the Campbell estate. Tune in for part three of Mr. Cordell’s interview with Travis in our next episode. That and more, only on this special series from Life’s Third Act with Joe Cordell.

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Choosing the Right Trustee: Key Questions to Ask – RERUN – EP. 149 – Life’s Third Act

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Whether you’re planning your legacy or making arrangements for the future, selecting a trustee who can effectively manage your assets and carry out your wishes is paramount. In this episode of Life’s Third Act, Attorney-CPA Joe Cordell is joined by TuckerAllen estate planning attorney, Benjamin Zinkel, to dive into the crucial topic of choosing the right trustee for your estate.

Join Mr. Cordell and Mr. Zinkel as they explore the essential factors to consider when selecting a trustee. They’ll delve into various aspects that can greatly impact the success of your trust, including the size of your estate, honesty, versatility, and the option of having a co-trustee. Together, they will shed light on the cost implications and the decision-making process when multiple trustees are involved.

Drawing on real-life examples, they share the fascinating story of Boatman’s Bank and how choosing the wrong trustee can have far-reaching consequences. Additionally, they explore the concept of bonding, where a bond company guarantees the trustworthiness of your chosen trustee. Don’t miss this episode packed with essential information that will empower you to navigate the complex world of trusteeship and secure your legacy with confidence.

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