Tips for Transitioning to a Retirement Community: Part II – EP. 38 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis.

Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, feedback he’s gotten regarding his book, his upcoming film project, and more.

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

Estate Planning Mistakes: Part III – EP. 37 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor for the conclusion of their conversation about common mistakes people make regarding estate planning.

In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, she explains why it is a mistake to verbally communicate something to your family that is different than your estate plan, the consequences of utilizing an online legal service rather than an estate planning attorney, and more.

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

Estate Planning Mistakes: Part II – EP. 36 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning.

Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming just one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based on the guardian’s financial position without practical considerations, avoiding your preferences on organ donation or designating burial or cremation because you don’t want to think about it, verbally communicating something to your family that is different from what is in your estate plan, using an online legal service rather than an estate planning attorney, and more.

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

Estate Planning Mistakes: Part I – EP. 35 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan.

Ms. Windsor discusses failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming only one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based only on their financial position, avoiding preferences on organ donation or designating burial or cremation, verbally communicating something to family that differs from your estate plan, utilizing online legal services rather than an attorney, and more.

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

Tips for Transitioning to a Retirement Community – EP. 34 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis.

Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trends in leasing, top reasons seniors resist leaving their home, advice for seniors fearful about moving to a retirement community, most common fears of seniors who are widowed, the role a senior’s family plays in the process, feedback he’s gotten from seniors who made the transition, average cost of living in a retirement community, and more.

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

Embracing the Golden Years – EP. 33 – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto.

Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, whether she believes attitude regarding aging are evolving, the differences in how men and women view aging, and more.

Listen and subscribe to Growing Old With Gusto: https://growingolderwithgusto.com/

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

Aging With a Positive Attitude – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook.

Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point in his life, his PSYCH-K method, myths about retirement, the difference a spirit of gratitude can make in one’s life, most common fears about growing old, advice for seniors with a negative life outlook, and more.

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

Selling and Maintaining Your Home – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty.

Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is to an investor, circumstances for selling as-is, tips for selling a home, why he recommends home warranties, where seniors can find credible home warranties and what they typically cover, other resources for seniors who can’t afford a home warranty or repairs, and more.

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

Disaster Recovery Plan – Life’s Third Act

Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency.

Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated such as a heart attack or car accident. Mr. Cordell and Ms. Enders review key concerns such as what is needed to grant legal authority to whoever you want making important decisions swiftly and honestly; how to grant access to critical online information such as website passwords; how to handle potential banking and brokerage issues; making sure debts and recurring expenses are paid appropriately; important information to organize regarding other significant assets such as real estate, savings accounts, annuities and cash value life insurance; and more.

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

What Blended Families Should Know About Estate Planning – Life’s Third Act

Jill Enders is joined by TuckerAllen estate planning attorney Nina Windsor to discuss estate planning for blended families.

Ms. Windsor discusses the challenges of estate planning for blended families, the importance of updating estate plans after marriage or divorce, whether you should have a joint trust with your spouse or individual revocable trusts, the importance of not relying on your spouse or child’s stepparent to carry out wishes for your biological children, the circumstances when your trust should become irrevocable if you have a joint trust, the role of a power of attorney, whether or not it is best to have biological children or stepchildren serve as trustees, who should serve as a trustee in a blended family situation, how to plan for the possibility that your surviving spouse will remarry, and more.

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