Dr. Blanche Touhill – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Blanche Touhill, former Chancellor of the University of Missouri-St. Louis to discuss her career and retirement. Dr. Touhill retired in 2002 and was named Chancellor Emeritus. 

Ms. Touhill discusses her career, including her experience as the first woman to be hired at Queens College in New York City in the history department; what it was like working in a male dominated field; her work building the Touhill Performing Arts Center; what it’s like being named after a world-class theater; career highlights; the biggest challenges faced in her career; her video project; her remaining bucket list items; the biggest changes she’s seen in the industry in her career; and advice for young women starting their careers. 

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

The State Historical Society of Missouri; Women as Change Agents, Oral History Collection Transcripts: https://shsmo.org/collections/oral-history/transcripts/s1207

Click: https://tuckerallen.com/  

Call: 314-335-1100

Ms. Senior Missouri Pageant – Life’s Third Act

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Podcast host Jill Enders is joined by Carolyn Schlueter, the reigning Ms. Senior Missouri, and Susan Pellegrino, Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. 

Ms. Schlueter discusses her reign as Ms. Senior Missouri and the opportunities she’s received because of it, what she will miss most about the pageant and her plans for when her reign ends, her friendship with Ms. Pellegrino, the upcoming pageant, and more. 

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

Revocable Trusts – What You Should Know – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about the most essential things to know about revocable trusts.

Ms. Windsor discusses how to take inventory of assets; the differences between a will, revocable trust, and irrevocable trust; the factors that determine which of the three is a good fit for a client; the benefits of a revocable trust compared to an irrevocable trust; the disadvantages of revocable and irrevocable trusts; how she advises clients when choosing a trustee; the pros and cons of using a financial institution as a trustee; whether an attorney who creates the trust can serve as trustee; how to decide whether to set up lifetime or sub-trusts for the beneficiaries of a revocable trust vs. outright distributions; whether assets in a revocable trust are vulnerable if a person is being sued; whether a revocable trust can be legally challenged after a person’s death; whether it is possible to name a charity as a beneficiary to a trust and whether there is a tax advantage for the grantor; the celebrity estate planning mishaps of Robin Williams and Phillip Seymour Hoffman; and more.

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

Key Points of Estate Planning – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about key points of estate planning to consider when planning for life’s final chapter. 

Ms. Windsor discusses how to take inventory of your assets; the differences between a will, revocable trust, and irrevocable trust and how she determines which of the three is a good fit for a client; how a durable financial power of attorney and limited power of attorney work; the tax requirements of revocable and irrevocable trusts and why a revocable trust provides a degree of flexibility and customization for grantors; whether the grantor of a revocable trust can avoid taxes; whether a charity can be listed as a beneficiary to a trust and whether that provides any tax benefit; whether beneficiaries of trusts pay taxes on inheritances; the difference between a charitable lead trust and a charitable remainder trust; the purpose of a medical power of attorney; and more. 

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

Ruminating on Geoeconomics and Geopolitical Events – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders discuss recent events that have impacted the global economy and how they relate to your day-to-day life.

They dive into the conflict between Russia and Ukraine and its impact on the worldwide economy, inflationary trends and potential ways to counter them, the detrimental impact globalization has had on the economy, changing demographics, how to invest in the current economic climate, and more.

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

Retirement in Panama – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jessica Ramesch, editor of International Living Panama.

Ms. Ramesch has been living the international life for as long as she can remember having called the U.S., Indiana, and Panama home by the age of 15 and has since traveled to more than 25 countries. Ms. Ramesch joins the program to discuss her experience living the international life, her education and career in teaching English to Vietnamese refugees and working for Carnival Cruise Lines and International Living, why Panama is ranked No. 1 in International Living’s Annual Global Retirement Index and why the country is a land of opportunity, the number of retirees relocating to Panama, her thoughts about living on a cruise ship, and more.

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

Freelancing Before and After Retirement – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Winton Churchill, contributor for International Living and author of “The ‘New’ Retirement: The Rise of the Gig Economy and How You Can Profit From It.”

Mr. Churchill discusses the advantages those older than 50 have in quickly turning their skills and experience into a global freelance income, the risk of making this type of career transition, the types of freelance work available for those 50 and older, his upcoming workshop on the topic and why it is being held in St. Louis, how to put your skills on the global marketplace, how to determine if an online job is legitimate, the outcomes he’s seen from people making this transition, key takeaways from his book, and more. 

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

Notable Retirees: STL Flash Mob – Life’s Third Act

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Jill Enders is joined by Susan Pellegrino, choreographer, and performer for STL Flash Mob. Ms. Pellegrino is also the Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. 

Ms. Pellegrino joins the program to explain what a flash mob is, how she got involved with STL Flash Mob, some of memorable performances, how long it takes to learn a routine, typical reactions people have to STL Flash Mob, how to request a performance, her background as a performer, and more. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100 

Be sure to subscribe to Life’s Third Act on Apple or Spotify so you never miss an episode. 

Enjoying Life at Home – 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 discuss her company’s efforts to provide care for individuals from the comfort of their own home. 

Ms. McCoy discusses how her company got its start, the services offered, Alzheimer’s and dementia services provided, what to expect in a consultation with her business, the challenges the pandemic has caused with serving clients, how they assess a client’s needs, cost of services and whether insurance covers those expenses, and more. 

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

The Tragic End of Former Zappo’s CEO Tony Hsieh – Life’s Third Act

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Jill Enders is joined by TuckerAllen estate planning attorneys Missy Shands-Manning and Nina Windsor to discuss the tragic case of former Zappo’s CEO Tony Hsieh, who recently died without leaving a will or trust for his estate.

The group gives their reactions to this case and discuss whether Mr. Hsieh should have sought a conservatorship or guardianship, why Mimi Pham and her boyfriend paid a $750k settlement to the family, the role a special administrator plays in cases like this, how the case could be impacted if a will is found after the estate is settled, whether they expect criminal charges filed against Mr. Hsieh’s inner circle, and more.

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