Senior Scam Statistics of 2022: Is Elder Scam on the Rise in the New Year? –EP. 54– Life’s Third Act

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It’s no secret that senior citizens are one of the most targeted groups for scams, identity theft, and fraud. Don O’Brien, an investigator with the Better Business Bureau, joins Attorney-CPA Joe Cordell and co-host Jill Enders this week to discuss the top senior scams of 2022 and what to watch out for in the new year.

The National Council on Aging says up to five million older Americans are abused yearly, and the annual loss by victims of financial abuse is estimated to be at least $36.5 billion. Mr. O’Brien elaborates on the most common scams that were seen in 2022, how seniors can better educate themselves, and what family, friends, or caregivers can do to help protect seniors from fraud. Falling victim to a scam not only leads to financial loss, but also negative physical and mental implications. It’s time to go into the new year aware of these fraudsters and their schemes so that you don’t fall victim.

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

Protecting Your Assets From Your Spendthrift Children – EP. 53 – Life’s Third Act

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A difficult question that is on the mind of many parents who have an estate plan in place is, “How can I prevent my child(ren) from wasting their inheritance?” TuckerAllen estate planning attorney, Nina Windsor, is joining Attorney-CPA Joe Cordell and co-host Jill Enders this week to answer this very question.

When thinking of the future of your assets, your concern may come from your child’s reckless overspending, or your worries could be rooted in your child’s history of substance abuse or destructive relationships. Ms. Windsor details the best way to approach this situation when it comes to your estate plan. She explains how often she encounters this issue, what is considered an “irresponsible” adult child, and the types of trusts you can set up to protect your child from themselves.

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

New Year, New Estate Plan – EP. 52 – Life’s Third Act

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2023 is almost upon us, do you have your resolutions set yet? Tune in this week as TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the need for an estate plan in the new year.

Ms. Windsor touches upon the topics of what getting an estate plan set up looks like, why estate plans are often procrastinated, and what kinds of planning you can have listed in your plan. She also explains multiple terms including, “funding the estate” and “pour-over will” along with discussing when you need to update your estate plan once it’s set in place.

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

The Secret to Making the Most Out of Traveling During Retirement – EP. 51 – Life’s Third Act

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Chris Klesh, travel coach and president of Lifetime Leisure Experiences, sits down with Attorney-CPA Joe Cordell and co-host Jill Enders to discuss how he became a master of traveling in luxury for pennies on the dollar.

Since 2002, he’s guided hundreds of families around the world to travel in luxury on a budget. Mr. Klesh tells us how his passion for travel led him to become a travel coach and ultimately launch Lifetime Leisure Experiences, answers questions surrounding safety tips for travel, remarks on the three best ways to cut travel costs right now, and more.

If you are interested in learning more, contact Chris Klesh directly at 561-386-2986 or schedule an appointment with him at www.coachchrisspeaks.com and mention the podcast to receive a free phone consultation.

Reach out to lifetimeleisure@bellsouth.net and mention the podcast for a free e-book containing 99 travel tips.

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

Feeling Fit in the New Year – EP. 50 – Life’s Third Act

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This week on Life’s Third Act, Susan Pellegrino joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the one resolution we all set, getting fit in the New Year.

Ms. Pellegrino dives into what it’s like being an aerobics instructor and how she helps seniors get fit. She touches on why it’s important to make your health a top priority as you get older, what benefits aerobics provides the body, and how to realistically set a goal to better yourself in the New Year.

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

What to Consider When Estate Planning for Special Needs Children – EP. 49 – Life’s Third Act

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TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to explore the topic of how to estate plan for adult children with special needs.

All parents have certain considerations when crafting their estate plans. However, estate planning becomes even more complex and important when mental illness or disability impairs their child’s ability to care for themselves. Ms. Windsor discusses special needs trusts, who oversees the trust, and the difference between guardianship vs. conservatorship. She also takes a deep dive into the MO Able program which helps to provide financial independence and empowerment for individuals with disabilities.

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

The Grey Divorce: What is it and Why Should it Matter? – EP. 48 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders sit down this week to discuss the rising rate of older adults, typically from long-lasting marriages, getting divorced, coined the Grey Divorce.

Mr. Cordell discusses his experiences with the phenomenon of the Grey Divorce. He touches on topics such as typical reasons for divorce among senior clients, how he approaches the cases, and how often he runs into these cases. He also shares how senior clients are financially impacted and the typical outcomes he sees in senior divorce cases.

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

How Divorce Could Impact Your Estate Plan – Part 2 – EP. 47 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Enders welcome TuckerAllen estate planning attorney, Nina Windsor, back to this week’s episode of Life’s Third Act. Together the group finishes up their discussion on how a divorce could potentially impact your estate plan.

Topics focused on are making changes to your plan in the midst of a divorce, restrictions that may take place while you are in the process of getting a divorce, moving forward in your estate plan after a divorce is final, and more.

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

Retirement and the Open Road – EP. 46 – Life’s Third Act

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Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Bill and Nancy Thomas, owners of Bill Thomas Camper Sales, along with Bill and Nancy’s daughter, Billi Jo Eubank. Together the group discusses the background of Bill Thomas Camper Sales, why Bill and Nancy chose an Airstream for their retirement travels, and how RV ownership has begun increasing in the US. Ms. Albers also takes a trip over to the dealership itself!

Check out Jill’s walkthrough of Bill Thomas Camper Sales and gain some tips on RV Travel – https://youtu.be/Yj5ywQwQJQU

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

How Divorce Could Impact Your Estate Plan – EP. 45 – Life’s Third Act

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TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s important to make sure you cover all of your bases while going through a divorce. Some of the topics covered include changing your estate plan before the divorce is finalized, whether a new estate plan will need to be created after a property settlement in the event of a divorce, what happens if a client passes away in the middle of a divorce, and more.

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