How do trusts actually work once they’re created? In this episode of Life’s Third Act, we break down how revocable trusts function in real life, what it means to fund a trust, how assets are managed while you’re alive, and what happens if something is left outside the trust. We also address common misconceptions about […]
In this episode of Life’s Third Act, we take a closer look at how Diane Keaton built her career, managed her wealth, and thoughtfully planned her estate. From understanding residual income and long-term royalties to strategic real estate investments and the use of trusts, her story offers practical lessons on how successful planning happens over […]
This week on Life’s Third Act, Joe Cordell and Cordell & Cordell estate planning attorney John Sauter continue their conversation answering commonly searched estate planning questions, picking up where last week left off. In this second half of the discussion, they focus on wills, probate, and why a will alone only takes effect at death. […]
This week on Life’s Third Act, Joe Cordell kicks off a new series answering the most commonly searched estate planning questions on YouTube, joined by Cordell & Cordell estate planning attorney John Sauter. In part one, they start with a big one: the difference between a will and a trust. John breaks a trust down […]
In Part 2 of our Ozzy Osbourne series, we shift from the headline moments of his career to the decisions that shaped his legacy. We discuss the family groundwork Ozzy built over time, why communication and consensus matter in estate planning, and how the Osbournes reportedly structured goals like keeping wealth and control in the […]
Ozzy Osbourne lived a life defined by extremes: early fame, public collapse, and an improbable comeback that lasted decades. In Part 1 of this two-part episode of Life’s Third Act, we focus on Ozzy’s career, personal struggles, and the forces that helped stabilize his life, including the pivotal role Sharon Osbourne played in his resurgence. […]
In part two of our Bruce Lee conversation, Joe and Sherry pick up the story at the moment of Bruce Lee’s death and follow what happened to his assets, his image, and his legacy over the next several decades. They walk through how his widow Linda and daughter Shannon managed his name, image, likeness, and […]
Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services! Bruce Lee changed cinema and martial arts forever, but his real story as a husband, father, and young star building a global legacy is even more compelling. In this […]
Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In this follow-up to our live Lizzie Borden Halloween episode, attorney CPA Joe Cordell returns to explore the part of the story most people never hear: Lizzie’s life after […]
Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In the final episode of our three-part series on Conway Twitty, we bring the estate battle to its conclusion—and unpack the full legal, emotional, and financial toll it took […]