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Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis.

Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business.

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 co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more.

Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there could be changes to the tax percentages and tax threshold in coming years, how declining population and globalization is likely to contribute to prolonged inflation, how to abstract the most beneficial yield from your assets for your loved ones, and more.

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 co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis.

Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, feedback he’s gotten regarding his book, his upcoming film project, and more.

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 co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to continue their conversation about common mistakes people make regarding estate planning.

Some of the mistakes they review include failing to communicate a complicated family situation with your estate planning attorney, adding children as joint owners instead of beneficiaries or through an estate planning document, drafting a will under the misconception that it will avoid probate, naming just one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based on the guardian’s financial position without practical considerations, avoiding your preferences on organ donation or designating burial or cremation because you don’t want to think about it, verbally communicating something to your family that is different from what is in your estate plan, using an online legal service rather than an estate planning attorney, and more.

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 co-host Jill Enders are joined by David A. Smith, author of “It’s About Time!” and longtime senior living expert who co-founded and manages the Gatesworth Communities in St. Louis.

Mr. Smith discusses what motivated him to transition from attorney to the senior living industry, his biggest challenges when making the career transition, the latest trends in leasing, top reasons seniors resist leaving their home, advice for seniors fearful about moving to a retirement community, most common fears of seniors who are widowed, the role a senior’s family plays in the process, feedback he’s gotten from seniors who made the transition, average cost of living in a retirement community, and more.

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