Living Life as a Queen – EP. 58 – Life’s Third Act

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This week on Life’s Third Act, Joyce Graham, the 2022 winner of the Ms. Senior Missouri America Pageant, joins our host Jill Enders. Ms. Graham and Ms. Enders discuss what life has been like since Ms. Graham has been crowned queen.

From parades to appearances and more, Ms. Graham has adored her reign. Now that it is coming to an end, she details what she will miss the most, the impact the pageant has had on her life, and her plans for after her reign. She also discusses what her continued involvement in the Ms. Senior Missouri America Pageant will look like.

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

What is a Durable Power of Attorney? – EP. 57 – Life’s Third Act

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On this episode of Life’s Third Act, Attorney-CPA Joe Cordell is flying solo. He’s digging into what exactly a Durable Power of Attorney is and what it can do for you.

Every day, you make important decisions about your possessions, healthcare, finances, and other vital areas of your life. But what might happen if you were suddenly unable to do this? Mr. Cordell references Missouri Statute 404.703 to help answer this question and break down the importance of a Durable Power of Attorney. Tune in as Mr. Cordell works his way through definitions and explanations to help you further understand estate planning and make decisions confidently.

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

Managing Your Wealth: Insights on Financial Planning – EP. 56 – Life’s Third Act

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This week, John Ensley, financial planner and founder of J-Ensley Financial in Vancouver, Washington, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the importance of managing your wealth through financial planning.

Mr. Ensley launched J-Ensley Financial in 2012 with a passion to help others find a better way to navigate financial planning. Together our hosts and Mr. Ensley discuss his background, the uncertainty of the current economy, the importance of saving, and more. It’s time to take your financial future into your own hands.

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

New Year’s Intentions – EP. 55 – Life’s Third Act

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Gail Zugerman, the host of Growing Older With Gusto, joins us this week! Attorney-CPA Joe Cordell and co-host Jill Enders sit down with Ms. Zugerman to discuss why staying positive should be on your New Year’s Resolution list.

With so much going on in the world, it can be tough to always see the bright side. Ms. Zugerman shares her advice to seniors on how to stay positive during 2023. Together, our hosts and guest dive into how stimulating your mind, focusing on your health, and overcoming some obstacles you may face as a senior can help to maintain your positive attitude within the New Year.

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

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.