Inside Steve Jobs’ Estate Plan: Why His Kids Were Left Out – Part 1 – EP. 166 – Life’s Third Act

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In the latest episode of Life’s Third Act, host Joe Cordell and co-host Sherry Farm explore the estate and legacy of one of the greatest tech visionaries of our time—Steve Jobs.

A prodigy from a young age, Jobs landed his first job at Hewlett-Packard at just 13 years old. He later revolutionized the tech industry with groundbreaking innovations like the iPod, iPad, and iPhone, transforming Apple into a global powerhouse. His creative genius even extended into the film industry, playing a pivotal role in Pixar’s success with films like Toy Story and Wall-E.

While Jobs’ impact on technology and media is undeniable, his estate planning choices sparked controversy. Despite amassing immense wealth, he made the surprising decision to leave his children out of his will.

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Tune in for Part Two, where we uncover the inner workings of Jobs’ estate plan and the critical takeaways for anyone planning their financial future. Don’t forget to subscribe for more insights on estate planning, wealth preservation, and securing your legacy.

#EstatePlanning #WealthManagement #SteveJobs #LegacyPlanning #WillsAndTrusts #RetirementPlanning #Apple #Pixar

Tom Petty’s Estate Mistakes: How to Protect Your Legacy – Part 2 – EP. 165 – Life’s Third Act

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In part two of the Tom Petty story, Life’s Third Act host Joe Cordell and co-host Sherry Farmer explore the Petty estate and the legal challenges that arose after his death in 2017. Following a $5 million lawsuit filed by Petty’s daughters against his second wife, Dana, the family eventually reached a settlement. This high-profile estate dispute highlights key estate planning lessons, including the importance of clear wills, trusts, and strategies to avoid family conflict. Learn how proper estate planning can protect your legacy in this latest episode of Life’s Third Act!

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Tom Petty’s Estate Mistakes: How to Protect Your Legacy – EP. 164 – Life’s Third Act

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In the latest episode of Life’s Third Act, host Joe Cordell and co-host Sherry Farmer explore the life, legacy, and estate of rock legend Tom Petty. Rising from humble beginnings, Petty became a global icon with heartfelt songwriting and timeless hits like “Free Fallin’” and “I Won’t Back Down.” His music influenced generations, and he remained a driving force in rock until his passing in 2017.

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While his success brought him great fortune, his uncontested will led to a contentious legal battle among his family and heirs. Join us for part two of our series as we break down the Petty estate dispute and the valuable lessons it offers for estate planning.

Glen Campbell’s Legacy – His Family’s Fight For Elder Rights – EP. 163 – Life’s Third Act

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On the latest episode of Life’s Third Act, co-host Sherry Framer uncovers another chapter in the Glen Campbell estate story with Campbell’s son, Travis who was disinherited from the country star’s will in 2006. The two are joined by Travis’ wife, Trudy Campbell, as they discuss their fight against elder abuse. Together, they also talk about their legal collaboration with the Kasem Cares Foundation in their fight for elders’ advocacy.

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It’s an insightful episode packed with big names, big lessons on estate planning, and much more. Only on Life’s Third Act.

Music Legend – $20,000,000 Estate Battle – Part 3 – EP. 162 – Life’s Third Act

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In the third installment of the Don Everly series, Life’s Third Act host Joe Cordell and co-host Sherry Farmer, continue their exclusive interview with Don Everly’s daughter, Venetia Everly. Also joined by Venetia’s daughter, Arabella, the four dive deeper into the life, times, and often strained family dynamic of the late rockstar, Don Everly, as well as an inside look into his estate.

Tying together the theme of celebrity families and estates, Sherry Farmer is later joined on the show by Travis and Trudy Campbell, of Glen Campbell fame, to discuss their fight against elder abuse. Together, they also talk about their legal collaboration with the Kasem Cares Foundation in their fight for elders’ advocacy.

It’s an insightful episode packed with big names, big lessons on estate planning, and much more. Only on Life’s Third Act.

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They Stole Everything From Him – Part 2 – EP. 161 – Life’s Third Act

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Venetia Everly Instagram https://www.instagram.com/venetia.everly?igsh=eHNiZGdzdXJleXBm

Arabella Everly Instagram https://www.instagram.com/clovereverly?igsh=MTYxaHlnMXVyYXQyYQ%3D%3D

In the second installment of the Don Everly series, Life’s Third Act host Joe Cordell and co-host Sherry Farmer continue their exclusive interview with Don’s daughter Venetia Everly. Venetia discusses the life, times, and oftentimes strained family dynamic of her rockstar father as well as his estate. Venetia is joined by her daughter Arabella and industry expert Robert Johnson on the show.

Join Joe and Sherry as they get the inside scoop into the life of a rock legend, his estate, and how you can better learn to protect your assets. Tune in for part three of this special series coming soon! All that and more on Life’s Third Act.

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Background
Don was married twice before Adela, with four children—Venetia from his first marriage and three from his second. He had little contact with them for over 40 years.

Key Players
Adela – Don’s widow
Adelaida Garza – Adela’s identical twin sister
Phil Everly – Don’s younger brother

Key Dates
1997 – Don married Adela (no children).
2011 – Don executed his will and trust, naming Adela as executor, trustee, and sole beneficiary. If she predeceased him, all would go to Adelaida, then to charity.
2014 – Phil passed away.
2017 – Codicil added: ½ estate to Adelaida; intellectual property could be transferred to beneficiaries’ devisees.
2020 – Don transferred his house and music royalties to Adelaida.
2021 – Don passed away.

Key Lessons
•Carefully choose your life managers (DPOA, trustee, executor).
•If disinheriting children, ensure clarity to prevent legal challenges (e.g., recorded statements).
•Financial matters require trusted experts in key roles.
•Substance abuse can negatively impact decision-making in later years. For adult children:
•Question narratives from a custodial parent.
•Practice grace and forgiveness.
•Take the first step toward reconciliation.

$20,000,000 Will Contest Over Don Everly Estate – Part 1 – EP. 160 – Life’s Third Act

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Venetia Everly Instagram https://www.instagram.com/venetia.everly?igsh=eHNiZGdzdXJleXBm

Arabella Everly Instagram https://www.instagram.com/clovereverly?igsh=MTYxaHlnMXVyYXQyYQ%3D%3D

In the latest episode of Life’s Third Act, host Joe Cordell and co-host Sherry Farmer delve into the life, times and estate of Don Everly, one half of the famous rock duo, The Everly Brothers. Don and Phil Everly were known for their harmonies and influenced artists like The Beatles, Simon & Garfunkel and countless others. The band had 35 Billboard Top 100 singles, with 26 reaching the top 40. To this day the Everly Brothers hold the record for the most Top 100 singles by any duo.

Join Joe and Sherry as they conduct exclusive interviews with Don’s daughter Venetia Everly and industry expert Robert Johnson. It’s an inside scoop into the life of a rock legend, his estate, and how you can better learn to protect your assets. Tune in for part two of this special series coming soon! All that more, only on Life’s Third Act.

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Larry King’s “All Children Excluded” Estate Plan: What Happened and Why? – PT2 – EP 159 – LTA

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On part two of the Larry King story on Life’s Third Act, Joe Cordell and co-host Sherry Farmer delve into Larry King’s assets and lengthy estate disputes. After a wildly successful career as an award-winning journalist on CNN, Larry King had amassed an undisclosed fortune in the millions. After his death in 2021, a lengthy estate dispute brewed between King’s seven ex-wives and six children. Litigation was only further complicated by the unfortunate deaths of two of King’s children, illegibly handwritten wills, and questions about King’s mental capacity in his final years. Larry King may have been a timely and meticulous journalist, but his estate stresses the need for clear and concise up-to-date planning. Get the full scoop and learn some valuable estate planning lessons on Life’s Third Act with Joe Cordell.

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The Man Who Interviewed the World: The Life and Death of Larry King – PT1 –EP 158– Life’s Third Act

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On the latest episode of Life’s Third Act, discover the fascinating life and career of CNN broadcast legend, Larry King. Host Joe Cordell discusses the life and times of a media icon who informed the world with his unique interviewing style. From his humble beginnings as a radio broadcaster to interviewing sitting U.S. Presidents, learn about the many illustrious accomplishments of one of the most famous journalists in TV history.

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King’s successful career amassed him a great estate for himself and his multiple children. Tune in for part two of the Larry King story to learn about his estate and its protracted legal dispute among his seven ex-wives and six children. Get the full scoop on Life’s Third Act with Joe Cordell.

The Basics of Asset Protection – RERUN – EP. 157 – Life’s Third Act

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Attorney-CPA Joe Cordell is back with another solo episode! This week on Life’s Third Act, Mr. Cordell is diving into the basics of asset protection. What is it, how does it help you, and how do you get started?

The way that asset protection is generally understood relates to the question of how you protect the property that you have accumulated from being taken during lawsuits of various types be it personal injury cases, creditors, and beyond. Safeguarding your personal assets is important to ensure you are not leaving them vulnerable to potential threats. Mr. Cordell gives an overview of the general rules of asset protection and helps to identify some of the common tools that are used from the most exotic to the most simple. Structuring the ownership of your assets to safeguard them from potential future risks is one of the most practical and simple ways to protect yourself from taxation, seizure, and other losses.

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

Click: https://tuckerallen.com/

Call: 314-335-1100