Join Attorney-CPA Joe Cordell as he explores a crucial aspect of retirement planning that often goes overlooked – preparing for the decline. In this episode, Mr. Cordell delves into an article written by Karen and Stephen Kreider Yoder. In their real-life experience pair were abruptly reminded that retirement won’t always be about carefree living. Their vacation accident in Tunisia served as a stark wake-up call.

In retirement, there are the “go-go” years of adventurous exploration, followed by the “slow-go” years when health issues may start to arise, and finally, the “no-go” years when physical limitations can impact our plans. Mr. Cordell discusses how to approach each stage of retirement realistically and responsibly.

Discover valuable advice on setting priorities, crafting contingency plans, and finding a balance between seizing the moment and preparing for the future. Whether you’re already retired, planning for retirement, or simply curious about navigating life’s unpredictable journey, this episode offers thoughtful perspectives to help you make the most of your retirement years.

Read the article: https://www.wsj.com/articles/retirement-health-money-planning-illness-698b5484

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the story behind Aretha Franklin’s wills. In this episode, they explore the legal journey that began when two handwritten documents were discovered in the iconic singer’s suburban Detroit home.

Join Mr. Cordell and Ms. Parson as they dive into the courtroom drama that pitted Aretha Franklin’s sons against each other, with her estate hanging in the balance. They will cover the differences between the 2010 will, found in a cabinet, and the 2014 note tucked beneath a couch cushion, along with the legal battle that ensued. The pair will also be discussing the importance of having a witnessed and notarized will, why there is such a big difference between writing your own will and having a lawyer write it, and how this will help your estate avoid probate after passing.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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Attorney-CPA Joe Cordell returns this week with Life’s Third Act researcher, Marlea Parson, to revisit the ongoing story of the Elvis Presley Estate. Together they rehash its history, take a look at all of the challenges and hands it’s been passed through, and discuss the current situation of this legendary trust, associated with the iconic King of Rock ‘n’ Roll.

Passing through the hands of Priscilla Presley, to her daughter Lisa Marie Presley, and finally ending on its current sole trustee, Riley Keough, the Elvis Presley Estate has seen more ups and downs than most estate plans. Join Mr. Cordell and Ms. Parson as they dig into the journey of the Elvis Presley Estate from its beginnings to the legal battles it faced. Discover the individuals involved and the strategies employed to protect Elvis Presley’s enduring legacy. Whether you’re an Elvis fan, curious about estate matters, or interested in the inner workings of iconic trusts, this episode offers a fascinating look at the Elvis Presley Estate.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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In this episode, Attorney-CPA Joe Cordell provides practical guidance on the complex issue of family heirlooms in estate planning. Join Mr. Cordell as he explores the process of determining heirs, discussing fair distribution, and integrating these valued possessions into your estate plan.

Mr. Cordell will share strategies to prevent conflicts and ensure your family’s history is preserved through these treasured items. He offers clear insights into the legal considerations and options available to facilitate the smooth transfer of heirlooms. Whether you’re starting your estate plan or seeking to enhance an existing one, this episode offers practical advice to help you navigate the intricate process of safeguarding your family’s legacy.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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Attorney-CPA Joe Cordell is back this week, with a new special guest, Life’s Third Act’s very own researcher, Marlea Parson. Today in their conversation, they dive into an eye-opening topic – the legacy of Heath Ledger and the lessons we can learn from his untimely passing.

Join them as they explore the ins and outs of Heath Ledger’s estate plan, uncovering the unforeseen consequences that arose due to overlooking a critical life-changing event: the birth of his daughter. Through this in-depth case study, they emphasize the importance of estate planning and continual updates to your estate plan in the face of significant life milestones. Discover why staying proactive and adapting your estate plan to evolving circumstances can make all the difference for your loved ones.

If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

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