Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how […]
Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis. Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career […]
Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan. Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive […]
Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more. Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there […]
Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once. Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis. Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor for the conclusion of their conversation about common mistakes people make regarding estate planning. In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning. Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan. Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries […]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis. Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career […]