Marlon Brando: Incapacity & Estate Battles – EP. 92 – Life’s Third Act

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Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the legacy of Marlon Brando and the complexities surrounding his will. Brando, celebrated as one of America’s greatest actors, left behind a substantial estate upon his passing in 2004.

In this episode, delve into the life of Marlon Brando, marked by marriages, children, and a dedication to social justice. However, it was his end-of-life decisions that fueled legal battles, mental capacity disputes, and a myriad of lawsuits. Learn about Brando’s estate planning, including alterations to his will, allegations of forgery, and the exclusion of family members. Mr. Cordell and Ms. Parson will give an overview of the court battles, settlement negotiations, and ongoing controversies that have shrouded his estate.

This episode offers an exploration of the importance of clear estate planning and the impact it can have on the distribution of wealth and assets. Join us for a thought-provoking discussion on Marlon Brando’s estate and the legacy he left behind.

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

The Howard Hughes Estate: A Cautionary Tale – EP. 91 – Life’s Third Act

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Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they delve into the intriguing story of Howard Hughes and his lack of a will. Hughes, one of the wealthiest and most eccentric industrialists of his time, left behind a colossal estate when he passed away in 1976.

Despite his immense wealth and influence in various industries, Hughes died intestate, setting the stage for a chaotic legal battle. Over 600 claimants emerged, each vying for a piece of his fortune, leading to the production of more than 40 contested wills.

Discover the complex web of litigation, allegations of secret marriages, and the decades-long struggle to settle Hughes’s estate. Learn how, without a proper estate plan, the vast wealth of this industrial magnate ultimately passed to distant relatives, highlighting the importance of thoughtful estate planning.

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

Estate Planning Gone Wrong: How Joe Robbie Fumbled His Stadium & the Miami Dolphins – EP. 90 – LTA

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Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they explore the story of Joe Robbie and his estate planning decisions. In this episode, the pair delve into the consequences of Robbie’s choices on his family and his legacy.

Despite his achievements, Robbie’s estate plan fell short for a man of his wealth. As the founder of the Miami Dolphins, he had grand intentions for his family to carry on his legacy. However, when faced with illiquid assets like the football team and the stadium, things took an unexpected turn.

Learn how family disputes, an elective share petition, and a looming estate tax bill forced the Joe Robbie stadium and Robbie’s portion of the Miami Dolphins into a fire-sale scenario, leaving the family divided and resentful. This story serves as a stark reminder of the importance of meticulous estate planning, particularly for those with gain substantial assets throughout their lifetime, and the real human impact it can have on legacies.

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

Adjusting for Retirement: Planning for the Decline – EP. 89 – Life’s Third Act

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Join Attorney-CPA Joe Cordell as he explores a crucial aspect of retirement planning that often goes overlooked – preparing for the decline. In this episode, Mr. Cordell delves into an article written by Karen and Stephen Kreider Yoder. In their real-life experience pair were abruptly reminded that retirement won’t always be about carefree living. Their vacation accident in Tunisia served as a stark wake-up call.

In retirement, there are the “go-go” years of adventurous exploration, followed by the “slow-go” years when health issues may start to arise, and finally, the “no-go” years when physical limitations can impact our plans. Mr. Cordell discusses how to approach each stage of retirement realistically and responsibly.

Discover valuable advice on setting priorities, crafting contingency plans, and finding a balance between seizing the moment and preparing for the future. Whether you’re already retired, planning for retirement, or simply curious about navigating life’s unpredictable journey, this episode offers thoughtful perspectives to help you make the most of your retirement years.

Read the article: https://www.wsj.com/articles/retirement-health-money-planning-illness-698b5484

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

Aretha Franklin & The Handwritten Will – EP. 88 – Life’s Third Act

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Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the story behind Aretha Franklin’s wills. In this episode, they explore the legal journey that began when two handwritten documents were discovered in the iconic singer’s suburban Detroit home.

Join Mr. Cordell and Ms. Parson as they dive into the courtroom drama that pitted Aretha Franklin’s sons against each other, with her estate hanging in the balance. They will cover the differences between the 2010 will, found in a cabinet, and the 2014 note tucked beneath a couch cushion, along with the legal battle that ensued. The pair will also be discussing the importance of having a witnessed and notarized will, why there is such a big difference between writing your own will and having a lawyer write it, and how this will help your estate avoid probate after passing.

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

The Elvis Presley Estate: Revisited – EP. 87 – Life’s Third Act

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Attorney-CPA Joe Cordell returns this week with Life’s Third Act researcher, Marlea Parson, to revisit the ongoing story of the Elvis Presley Estate. Together they rehash its history, take a look at all of the challenges and hands it’s been passed through, and discuss the current situation of this legendary trust, associated with the iconic King of Rock ‘n’ Roll.

Passing through the hands of Priscilla Presley, to her daughter Lisa Marie Presley, and finally ending on its current sole trustee, Riley Keough, the Elvis Presley Estate has seen more ups and downs than most estate plans. Join Mr. Cordell and Ms. Parson as they dig into the journey of the Elvis Presley Estate from its beginnings to the legal battles it faced. Discover the individuals involved and the strategies employed to protect Elvis Presley’s enduring legacy. Whether you’re an Elvis fan, curious about estate matters, or interested in the inner workings of iconic trusts, this episode offers a fascinating look at the Elvis Presley Estate.

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

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