Welcome to part three of our Exploring Revocable Trusts series. In this episode, Attorney-CPA, Joe Cordell, and TuckerAllen estate planning attorney, Benjamin Zinkel delve into the concept of the trust corpus, demystifying its significance within the realm of estate planning. In this enlightening discussion, Mr. Cordell and Mr. Zinkel provide insights on effectively defining and […]
Welcome back to part two of exploring beneficiaries within revocable trusts with Attorney-CPA, Joe Cordell, and TuckerAllen estate planning attorney, Benjamin Zinkel. In this continuation, the pair delve deeper into the complexities of estate planning, further focusing on beneficiaries within the realm of revocable trusts. Join them as they explore advanced strategies and practical considerations […]
Join Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, in part two of exploring revocable trusts. In this enlightening discussion, Mr. Cordell and Mr. Zinkel explore the intricate world of beneficiaries and the crucial aspects surrounding their role in estate planning. Discover the step-by-step process of how a trustee and beneficiary take over, […]
Join Attorney-CPA Joe Cordell as he delves into the world of estate planning and explores the benefits of a revocable trust. In this episode, “The Elements of a Revocable Trust,” Mr. Cordell will discuss the importance of a trust as a receptacle for all your assets and how it can help you plan for your […]
Welcome to another episode of Life’s Third Act with Attorney-CPA Joe Cordell. In this episode, Mr. Cordell will be discussing a topic that everyone should pay attention to: the top 10 reasons why estate planning matters. Estate planning is essential for everyone, regardless of their age or wealth. In this episode, Mr. Cordell breaks down […]
Join us for the final piece of our three-part series in which Attorney-CPA Joe Cordell is discussing staying in the home that you are in for life. In part two, Mr. Cordell focused on the feasibility of your home and finances. In this episode, he’s tying it all together by discussing what will be the […]
Attorney-CPA Joe Cordell is back this week bringing you part two of our three-part series focusing on staying in the home that you are in for life! Last week, Mr. Cordell gave an overview of how your long-term healthcare may look if you want to stay in your home, this week he is covering if […]
Attorney-CPA Joe Cordell is bringing you a three-part series in which he focuses on staying in the home that you are in for life. Retirement facilities aren’t for everyone, which is why Mr. Cordell is examining what exactly it takes to reach the goal of forever staying in the place you call home. In this […]
On today’s episode of Life’s Third Act, Attorney-CPA Joe Cordell is doing a deep dive on a recent article published in the Wall Street Journal titled, “The Biggest Mistakes People Make With Their Wills” written by Cheryl Winokur Munk. Mr. Cordell talks through the article breaking down and further detailing how these mistakes can affect […]
Join us on this episode of Life’s Third Act as TuckerAllen estate planning attorney Nina Windsor and Attorney-CPA Joe Cordell discuss the passing of Lisa Marie Presley and the concern over the validity of her will. Lisa Marie Presley, daughter of Elvis Presley and Priscilla Presley, passed away on January 12, 2023. After Lisa Marie […]