The Grey Divorce: What is it and Why Should it Matter? – EP. 48 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders sit down this week to discuss the rising rate of older adults, typically from long-lasting marriages, getting divorced, coined the Grey Divorce.

Mr. Cordell discusses his experiences with the phenomenon of the Grey Divorce. He touches on topics such as typical reasons for divorce among senior clients, how he approaches the cases, and how often he runs into these cases. He also shares how senior clients are financially impacted and the typical outcomes he sees in senior divorce cases.

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

How Divorce Could Impact Your Estate Plan – Part 2 – EP. 47 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders welcome TuckerAllen estate planning attorney, Nina Windsor, back to this week’s episode of Life’s Third Act. Together the group finishes up their discussion on how a divorce could potentially impact your estate plan.

Topics focused on are making changes to your plan in the midst of a divorce, restrictions that may take place while you are in the process of getting a divorce, moving forward in your estate plan after a divorce is final, and more.

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

Retirement and the Open Road – EP. 46 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Bill and Nancy Thomas, owners of Bill Thomas Camper Sales, along with Bill and Nancy’s daughter, Billi Jo Eubank. Together the group discusses the background of Bill Thomas Camper Sales, why Bill and Nancy chose an Airstream for their retirement travels, and how RV ownership has begun increasing in the US. Ms. Albers also takes a trip over to the dealership itself!

Check out Jill’s walkthrough of Bill Thomas Camper Sales and gain some tips on RV Travel – https://youtu.be/Yj5ywQwQJQU

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

How Divorce Could Impact Your Estate Plan – EP. 45 – Life’s Third Act

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TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s important to make sure you cover all of your bases while going through a divorce. Some of the topics covered include changing your estate plan before the divorce is finalized, whether a new estate plan will need to be created after a property settlement in the event of a divorce, what happens if a client passes away in the middle of a divorce, and more.

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

Laying the Groundwork for the Senior Living Industry – EP. 44 – Life’s Third Act

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Jill Enders welcomes David A. Smith back to the show. The author and longtime senior living expert, who co-founded Gatesworth Communities in St. Louis joins our hosts to take a deep dive into his book, “It’s About Time!” Growing up Mr. Smith knew he always wanted to do something “heroic” with his life. In this episode, our hosts sit down with the author of “It’s About Time!” to discuss the inspiration behind his book, elaborate on case studies he ran, and speak about how his book has impacted those in the senior living industry. Mr. Smith also ruminates on the journey that led him to where he is in the senior living industry today. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

Estate Planning for Your Pets – EP. 43 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how often this type of request is made. She also breaks down what needs to be considered when including pets in an estate plan. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

What Are Prepaid Funeral Plans and How Do They Work? – EP. 42 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis.

Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business.

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

Why Plan? The Benefits of a Comprehensive Estate Plan: Part II – EP. 41 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan.

Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive estate plan. Mr. Cordell and Ms. Albers discuss the various aspects of estate planning that can help ensure you and your loved ones are protected well into the future.

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

Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more.

Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax threshold in coming years, how declining population and globalization is likely to contribute to prolonged inflation, how to abstract the most beneficial yield from your assets for your loved ones, and more.

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

How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act

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Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once.

Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the cult.

Mr. Cordell uses the story to illustrate the importance of responsible estate planning. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.