Twin Oaks Senior Living Celebrating 40th Anniversary [Episode 191]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Kathy Blattel, financial director of Twin Oaks Senior Living, along with her 87-year-old mother and founder of Twin Oaks, Mary Ann Huber, who is now a Twin Oaks resident.

Ms. Blattel and Huber discuss how Twin Oaks is celebrating its anniversary, the growth of the community since it started in 1981, what it was like for a woman to build a senior living community, the biggest challenges Twin Oaks has faced, Twin Oaks’ plans for the future, and more.

TuckerAllen: https://tuckerallen.com/
Twin Oaks Senior Living: https://twinoaksseniorliving.com/

Helping Families Find Senior Living Facilities for Their Loved Ones [Episode 190]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions for Senior Living to discuss how to go about finding living facilities for loved ones as they age. 

Mr. and Mrs. Balleau offer personalized services for helping families with this transition. They meet with seniors and their families to discuss their needs and understand the care that they require. They liken themselves to real estate agents for senior living. 

If you or your loved one are researching senior living communities and need guidance, get in touch with Transitions for Senior Living. You can also contact a TuckerAllen elder care attorney for all of your elder law needs.

Should You Relocate for Retirement? [Episode 189]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by author Janet Blazer to discuss how to plan for retirement if you plan on spending your golden years in a new location. 

Ms. Blazer was a journalist in California but at age 50 decided to move to Mazatlán, Mexico, to start a publication and spend her retirement years. 

Moving to a new place and starting a new adventure in retirement might be intimidating to some, but in many cases in can lead to greater fulfilment and can even be more affordable in some instances. 

Ms. Blazer discusses what to keep in mind if a big move might be in your retirement plans, including logistics, how to adapt to a new home, how to financially plan for the move, and how to get the most enjoyment out of the entire experience. 

If you are nearing retirement and need help planning for your next step, get in touch with an attorney at TuckerAllen.

What Are the Biggest Estate Planning Concerns for 2021? [Episode 188]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao discuss the biggest estate planning concerns that people are facing in the first few months of 2021. 

As the COVID-19 pandemic and political turmoil of 2020 heated up, many people took steps to make sure their estate was in order for the future. Now we check in to see what people are worried about and what actions they are taking as Coronavirus cases continue to decline. We also offer tips for how to best prepare regardless of what the future holds. 

How to Financially Plan for Potential Changes to Tax Law, Pt. 2 [Episode 187]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021. 

With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal finance. Mr. Wray discusses his concerns and expectations regarding the coming year and gives tips for how you can plan to help ensure your estate is protected regardless of what comes to pass. 

If you have concerns about your estate plan or need help planning for your future, get in touch with an attorney at TuckerAllen.

How to Financially Plan for Potential Changes to Tax Law – Part 1 [Episode 186]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy. 

There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jobs Act of 2017 passed. They discuss that potential change as well as the outlook for individual tax rates and what you can do to financially plan for your future regardless of political changes. 

If you are concerned about how changes to tax law could affect your financial future and want to make sure you properly plan, get in touch with an Estate Planning Attorney at TuckerAllen.

Financial Planning During Times of Uncertainty [Episode 185]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined once again by Certified Financial Planner Todd Oetken to discuss how to manage your finances and plan for the future when there is so much uncertainty and turmoil across the world. 

Over the last year, the COVID-19 pandemic and political upheaval has cast doubt over what the economy is going to look like even in the immediate future. This can make planning ahead financially seem impossible, especially for individual 60 and older. 

Mr. Oetken discusses investment and financial planning strategies that have stood the test of time and should remain sound tactics despite the chaos of the last year. 

If you need help planning for your future, please get in touch with an attorney at TuckerAllen.

Conducting Your Life During COVID-19 with Dr. Jay Bhattacharya [Re-Release]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Jay Bhattacharya, Stanford University professor and physician, and co-author of The Great Barrington Declaration, to discuss a variety of the issues surrounding COVID-19 and the pandemic as a whole.

Dr. Bhattacharya breaks down the insights and motivations that led to the creation of The Great Barrington Declaration and how the lockdowns have impacted the population across different age demographics.

The panel discusses how fear has been a factor in how both the virus is viewed and the responses by public officials, and Dr. Bhattacharya described the prescription offered in the Great Barrington Declaration.

He dissected the shaming aspects of masking and contracting COVID-19, in the context of public health policy and describes why political health policy should never be divided between political lines.

The panel talks about the economic consequences of the pandemic and how livelihoods have been forever changed by the circumstances and responses of COVID-19. Dr. Bhattacharya also highlights the impact that he hopes that The Great Barrington Declaration has, as well as any pushback he has faced.

Senior Online Dating Safety Tips [Episode 184]

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Attorney-CPA Joe Cordell and co-host Jill Enders talk with Better Business Bureau Investigations Manager Don O’Brien about some of the dangers seniors can encounter when exploring the online dating world. 

There are numerous online schemes that target the elderly, including romance scams. The panel discuss one incident that recently occurred in St. Louis in which Hammed Akande conned at least 24 people, all over 60, out of hundreds of thousands of dollars. 

They also review safety precautions seniors should take when navigating the internet, particularly dating and matching services. 

If you have any elder law questions, please get in touch with an attorney at TuckerAllen. 

Estate Planning and Taxes [Episode 183]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Senior Estate Planning Attorney Missy Shands Manning to discuss how your estate plan can impact your taxes and vice versa. 

The panel reviews the most essential need-to-knows concerning estate planning and taxes such as how trusts are taxed, how to set up a charity to offset your tax burden, the death tax, and more. 

If you have any questions or concerns about taxes and estate planning, contact an estate planning attorney at TuckerAllen.