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Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

In Part 2 of our John Amos discussion, Joe and Sherry pick up in his later years and unpack the real estate planning questions that surfaced as his health declined. They walk through the reported family conflict, the Alzheimer’s diagnosis timeline, and why “legal capacity” is a moving target until a court rules otherwise. You will hear how allegations of undue influence, caregiver power, and limited assets can still create outsized turmoil.

Joe and Sherry also review the 2020 planning package attributed to Amos, including a pour-over will, a revocable living trust, and durable powers of attorney. They discuss why equal distributions to both children and adult grandchildren can be a thoughtful choice, and where things can go wrong when successor trustees and agents are siblings who later disagree. From there, they offer practical takeaways you can use, like appointing a neutral co-fiduciary, documenting capacity, and adding a trust protector to resolve stalemates before they become lawsuits.

This episode is a cautionary tale that feels closer to everyday families than tabloid celebrity drama. If you are caring for a parent or updating your own plan, you will learn how to prepare for the gray zone between full competence and legal incapacity, and how to preempt disputes with clear roles, backups, and documentation.

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Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

In this episode of Life’s Third Act, we focus on the estate story: what was filed, what is still missing, and what that means for heirs and planners. Joe and Sherry touch on the reported will and codicils, the 1998 revocable living trust, and why a pour-over will matters even when most assets sit in a trust. You will hear how a personal representative protects an estate, why a Florida court can appoint a temporary curator when timing is critical, and how potential claims like medical malpractice or wrongful death are preserved. We also note the emergency restraining order tied to the tape, and how intellectual property, collectibles, and even cryptocurrency are treated in an inventory.

We translate Florida’s elective share, explain why beneficiaries can differ between a will and a trust, and show how divorce terms and past business deals echo through an estate. Choose fiduciaries carefully, keep originals and amendments organized, and use trusts to protect privacy and intent.