Many parents assume their children will step in to protect them as they age. Attorney and CPA Joe Cordell explains why that assumption can leave you vulnerable, and what to plan instead. In this episode of Life’s Third Act, Joe lays out a practical message we call balance of life planning. As families live farther […]
You can write a prenup that says anything. Getting a court to enforce it is the whole game. In the second part of our two part crossover with the No Judgement Podcast, estate planning attorney John Sauter and senior litigation partner Wil Halaz pick up where they left off and walk through what actually makes […]
When divorce and estate planning collide, most people only think about the breakup, not the paperwork. In this crossover episode with the No Judgement Podcast, estate planning attorney John Sauter and litigation partner Wil Halaz sit down to tackle the intersection of family law and estate planning, and why a prenuptial agreement may be the […]
A real life example can teach you more than a hundred hypotheticals. In this episode, Joe shares the story of a friend’s brother, a 75-year-old retired physician who spent his life saving carefully, built an estate worth roughly $3 million, and never put a single piece of planning in place. Then he had a stroke, […]
Estate planning is usually framed as a matter of what happens after you’re gone. But as attorney and CPA Joe Cordell explains, a trust may matter most for the years you’re still here. In this episode of Life’s Third Act, Joe breaks down the difference between a will and a trust, why the family you’re […]
When your child turns 18, the law treats them as an adult. That means you lose the automatic right to make decisions for them, even if you are paying for college. Cordell & Cordell Senior Estate Planning Attorney John Sauter explains why parents overlook this moment, and the three documents that give you the legal […]
In the final part of our three part series on Bob Weir, we look at how the Grateful Dead’s rhythm guitarist turned a lifetime of chaos into one of rock’s most disciplined financial legacies. 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% […]
Bob Weir’s business acumen, specifically his management of song publishing rights, is the secret engine behind his enduring financial legacy. In this episode, we break down how the Grateful Dead moved beyond traditional touring revenue to build a powerhouse of intellectual property ownership. Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For […]
Bob Weir passed away in January of this year at 78, leaving behind an estimated $60 million estate — but the real story isn’t the number, it’s how a band built on chaos, “socialistic” values, and zero interest in profit somehow protected that fortune for five decades. Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an […]
Chuck Norris built a remarkable life through discipline, thoughtful decisions, and careful management of his family, businesses, and legacy. In this final episode of our Chuck Norris series, we examine his 2010 will and the estate-planning decisions designed to protect his family and preserve the assets he spent a lifetime building. Call 866-323-7529 or visit […]