In Part 2 of our discussion on Steve Irwin, we focus on what happened to his estate and conservation mission after his sudden death at age 44. When the face of a business or nonprofit is gone overnight, the real challenge begins. How do you keep operations running? Where does liquidity come from? And is […]
What really happened with Steve Irwin’s estate planning? The internet often suggests his plan fell short, but the full story is more nuanced. In Part 1 of this two-part discussion, Life’s Third Act takes a closer look at the legacy of Steve Irwin and the estate planning lessons business owners and families can learn from […]
In this solo episode of Life’s Third Act, senior estate planning attorney John Sauter breaks down the essentials of a Healthcare Power of Attorney and why it plays a critical role in protecting your wishes if you’re ever unable to speak for yourself. He explains how key documents like a healthcare POA, HIPAA release, and […]
Explore five of the strangest wills on record, from Jeremy Bentham’s “auto-icon” still attending meetings in London to a Portuguese aristocrat who picked beneficiaries straight from the phone book. Attorney CPA Joe Cordell and Senior Estate Planning Attorney John Sauter unpack the real legal lessons behind these odd stories, including what courts will (and will […]
In this episode of Life’s Third Act, senior estate planning attorney John Sauter breaks down the financial power of attorney and why it matters while you are still alive. Learn what a financial POA is, how a durable POA works, and what can happen if you do not have one in place, including the court […]
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 […]