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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

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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.

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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.

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Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, are back this week on Life’s Third Act to delve into the world of life plan communities, where all levels of living converge on a single campus. If you’ve ever wondered about the benefits of residing in a life plan community, this episode will answer all your questions.

Discover how priority access to higher levels of care can provide peace of mind for individuals and their families, ensuring a smooth transition as needs evolve over time. Mr. Cordell and Mr. Zinkel also explore the financial aspects of life plan communities and discuss the different payment models available to suit various budgets and preferences.

If you or your loved ones are contemplating retirement living options, this episode is a must-listen resource that will empower you to make informed decisions about your future. Tune in now to learn more about life plan communities.

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

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Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts like IRAs and 401(k)s.

By naming your trust as the beneficiary of life insurance policies, you can exercise greater control, protection, and flexibility over the proceeds. This approach aligns your life insurance planning with your overall estate plan, providing enhanced distribution options. Furthermore, they delve into the strategic advantages of utilizing a trust as the beneficiary of tax-deferred assets, offering tax efficiency, asset protection, and a seamless transfer of these assets to intended beneficiaries. Throughout the discussion, Mr. Cordell and Mr. Zinkel highlight the significance of effectively managing and preserving the trust corpus. They provide advanced strategies for optimizing the growth and protection of trust assets, ensuring their long-term financial stability and success.