Join us for part 1 of this Life’s Third Act episode, where Attorney-CPA Joe Cordell shares tips to avoid common estate planning mistakes. Discover the do’s and don’ts that will help to protect your family’s future and legacy. Learn about potential downfalls in creating wills, trusts, and other crucial estate planning documents. Mr. Cordell offers […]
Attorney-CPA Joe Cordell is joined by Laura McCoy, Director of Community Outreach for Home Instead Senior Care, to delve into the company’s mission of delivering compassionate care to individuals within the familiarity of their own homes. Ms. McCoy sheds light on the company’s inception, the wide range of services they offer, the specialized support they […]
Join Attorney-CPA Joe Cordell in this insightful episode as we delve into the complexities of estate planning for blended families. Discover how to navigate unique challenges and balance the interests of spouses, children, and stepchildren. Learn the importance of open communication, setting shared goals, and addressing concerns to find common ground during the estate planning […]
Special guest Shane O’Mara, Professor of Experimental Brain Research, and Attorney-CPA Joe Cordell are back this week for part 2 of their discussion on the science of walking. Continuing their exploration of Shane’s book, “In Praise of Walking,” they delve even deeper into the remarkable benefits walking offers. In this episode, discover the continued positive […]
Join Attorney-CPA Joe Cordell and special guest Shane O’Mara, Professor of Experimental Brain Research at Trinity College Dublin, on this episode of Life’s Third Act. They delve into Mr. O’Mara’s groundbreaking research and his book, “In Praise of Walking,” which explores the science behind walking and its numerous benefits. Discover how walking positively impacts our […]
Attorney-CPA Joe Cordell and special guest Ben Pearce, President of Senior Living Consulting, are back for part two of their in-depth discussion on life plan communities, also known as continuing care retirement communities (CCRCs). In this episode, they continue their exploration of the advantages, disadvantages, and key considerations when selecting the right life plan community. […]
Attorney-CPA Joe Cordell is back this week continuing his discussion on life plan communities, also known as continuing care retirement communities (CCRCs), featuring special guest Ben Pearce, published author and President of Senior Living Consulting which provides financial, development, marketing and operations consulting services to the healthcare field. Together Mr. Cordell and Mr. Pearce walk […]
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, are back this week on Life’s Third Act to delve into the world of life plan communities, where all levels of living converge on a single campus. If you’ve ever wondered about the benefits of residing in a life plan community, this episode will answer […]
Whether you’re planning your legacy or making arrangements for the future, selecting a trustee who can effectively manage your assets and carry out your wishes is paramount. In this episode of Life’s Third Act, Attorney-CPA Joe Cordell is joined by TuckerAllen estate planning attorney, Benjamin Zinkel, to dive into the crucial topic of choosing the […]
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts […]