Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life’s Third Act

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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.

Estate Planning for Life-Changing Events: Heath Ledger’s Story – EP. 85 – Life’s Third Act

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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.

Costly Estate Planning Mistakes to Avoid – Part 2 – EP. 84 – Life’s Third Act

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Join in as Attorney-CPA, Joe Cordell, continues his conversation about costly estate planning mistakes in part 2 of Life’s Third Act. In this episode, we’ll dive deeper into the nuances of estate planning, focusing on practical advice and relatable stories to help you navigate the ins and outs of this crucial process.

Discover the dos and don’ts that can make all the difference in protecting your family’s future and legacy. Mr. Cordell shares insights drawn from his experience, shedding light on the potential downfalls when it comes to wills, trusts, and other essential estate planning documents. Learn how to minimize estate taxes, ensure the right beneficiaries, and shield your assets from probate costs.

Through real-life examples, you’ll gain a clear understanding of why keeping your estate plan current is vital, given life’s ever-changing nature. Whether you’re just starting out or refining an existing plan, this episode will help you to gain the practical knowledge needed to make informed choices and provide a secure path for your loved ones’ future. Join us for another engaging discussion that brings the world of estate planning to a relatable and understandable level.

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

Costly Estate Planning Mistakes to Avoid – Part 1 – EP. 83 – Life’s Third Act

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Join us for part 1 of this Life’s Third Act episode, where Attorney-CPA Joe Cordell shares tips to avoid common estate planning mistakes. Discover the do’s and don’ts that will help to protect your family’s future and legacy.

Learn about potential downfalls in creating wills, trusts, and other crucial estate planning documents. Mr. Cordell offers insights on minimizing estate taxes, ensuring proper beneficiary designations, and protecting assets from probate costs.

Through real-life examples of estate planning mishaps, Life’s Third Act is here to help you understand the importance of regular updates to your estate plan to adapt to changing circumstances. Whether you’re starting your estate plan or improving an existing one, tune in for valuable knowledge to make informed decisions and secure a future for your loved ones.

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

Enjoying Life at Home – EP. 82 – Life’s Third Act

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Attorney-CPA Joe Cordell is joined by Laura McCoy, Director of Community Outreach for Home Instead Senior Care, to delve into the company’s mission of delivering compassionate care to individuals within the familiarity of their own homes.

Ms. McCoy sheds light on the company’s inception, the wide range of services they offer, the specialized support they provide for those with Alzheimer’s and dementia, and what clients can anticipate during a consultation. The discussion also explores their comprehensive approach to assessing a client’s needs, the cost of services, and the potential coverage by insurance. Tune in to gain valuable insights into providing essential care for seniors at home.

To learn more about Home Instead Senior Care, visit https://www.homeinstead.com/

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

What You Should Know When Estate Planning With a Blended Family – EP. 81 – Life’s Third Act

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Join Attorney-CPA Joe Cordell in this insightful episode as we delve into the complexities of estate planning for blended families. Discover how to navigate unique challenges and balance the interests of spouses, children, and stepchildren. Learn the importance of open communication, setting shared goals, and addressing concerns to find common ground during the estate planning process.

Explore strategies to safeguard spousal rights, protect children’s financial interests, and plan for contingencies like incapacitation. Gain valuable insights on minimizing estate taxes and probate costs, and understand the significance of regularly updating estate planning documents to reflect changes in family structure. Tune in now for essential advice on estate planning in blended families and ensure a harmonious and secure future for your loved ones.

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

The Benefits of Walking: A Conversation With Shane O’Mara – Part 2 – EP. 80 – Life’s Third Act

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Special guest Shane O’Mara, Professor of Experimental Brain Research, and Attorney-CPA Joe Cordell are back this week for part 2 of their discussion on the science of walking. Continuing their exploration of Shane’s book, “In Praise of Walking,” they delve even deeper into the remarkable benefits walking offers.

In this episode, discover the continued positive impact of walking on our muscles, posture, and overall physical health. Shane uncovers further insights on how walking protects and repairs organs while potentially slowing down the aging process of our brains. Moreover, they explore the profound effects walking has on our cognitive function, creativity, mood, and stress reduction.

Don’t miss part 2 of their conversation on the transformative power of walking. Gain a deeper understanding of why walking is an essential component of our well-being and how it contributes to our cognitive and emotional health, along with connecting us further to our communities.

Learn more about Shane O’Mara – https://shaneomara.wordpress.com/

Get your own copy of “In Praise of Walking” now – https://www.amazon.co.uk/Praise-Walking-Shane-OMara/dp/1847925014/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=

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

Exploring Aging, Depression, and Cognitive Connections – EP. 79 – Life’s Third Act

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Join Attorney-CPA Joe Cordell and special guest Shane O’Mara, Professor of Experimental Brain Research at Trinity College Dublin, on this episode of Life’s Third Act. They delve into Mr. O’Mara’s groundbreaking research and his book, “In Praise of Walking,” which explores the science behind walking and its numerous benefits.

Discover how walking positively impacts our muscles, posture, and overall physical health. Mr. O’Mara reveals how walking plays a vital role in protecting and repairing organs while potentially slowing down the aging process of our brains. But the benefits don’t stop there. Walking stimulates our minds, fostering creativity, improving mood, and reducing stress levels. Discover why walking is more than just a physical activity—it is a key component of our well-being and essential for our cognitive and emotional health.

Learn more about Shane O’Mara – https://shaneomara.wordpress.com/

Get “In Praise of Walking” now – https://www.amazon.co.uk/Praise-Walking-Shane-OMara/dp/1847925014/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr=

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

Life Plan Communities: A Conversation With Benjamin Pearce (Continued) – EP. 78 – Life’s Third Act

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Attorney-CPA Joe Cordell and special guest Ben Pearce, President of Senior Living Consulting, are back for part two of their in-depth discussion on life plan communities, also known as continuing care retirement communities (CCRCs). In this episode, they continue their exploration of the advantages, disadvantages, and key considerations when selecting the right life plan community.

Join them as they dive deeper into crucial factors such as financial strength, service quality, resident representation committees, causes of resident dissatisfaction, conflicts with management, and pet policies within CCRCs. Drawing from Ben’s extensive experience in managing and consulting for senior living communities across the nation, this episode provides invaluable advice for retirees and caregivers navigating the world of CCRCs. Whether you’re a retiree exploring future living options or a caregiver assisting a loved one, this episode equips you with the knowledge to navigate the complexities of CCRCs and find the ideal senior living environment.

Read Ben Pearce’s e-book here: https://bit.ly/LifesThirdAct

Watch “My Caregiver Coach” by Ben Pearce here: https://www.youtube.com/playlist?list=PL4IjkFaqALLPWhCJXUPCqDEZT23sBYoTG

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

Life Plan Communities: A Conversation With Benjamin Pearce – EP. 77 – Life’s Third Act

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Attorney-CPA Joe Cordell is back this week continuing his discussion on life plan communities, also known as continuing care retirement communities (CCRCs), featuring special guest Ben Pearce, published author and President of Senior Living Consulting which provides financial, development, marketing and operations consulting services to the healthcare field.

Together Mr. Cordell and Mr. Pearce walk through the advantages and disadvantages of CCRCs, provide valuable insights on selecting the right life plan community, explore various business models and pricing strategies, and delve into crucial factors such as financial strength, service quality, resident representation committees, causes of resident dissatisfaction, conflicts with management, and pet policies. With Mr. Pearce’s wealth of experience managing and consulting for senior living communities nationwide, this episode provides indispensable advice for retirees and caregivers navigating the world of CCRCs.

Read Ben Pearce’s e-book here: https://bit.ly/LifesThirdAct

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