Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 1– EP. 98 – Life’s Third Act

Explore the story of Casey Kasem’s final years and the ensuing legal battles in this two-part episode with Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson.

Delve into the family dynamics, starting with Casey’s health challenges and the strained relationship that his children had with his second wife, Jean Kasem. Learn about the legal turmoil triggered by Casey’s declining health and Jean’s controversial decisions, leading to a nationwide manhunt for Casey Kasem and a divided family.

Mr. Cordell and Ms. Parson discuss the conservatorship battle as Casey’s children sought control over his care, facing obstacles and dramatic events. They also detail the aftermath of Casey Kasem’s passing, marred by disputes over his burial, accusations of wrongful death, and a police investigation.

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

Leona Helmsley & Her Millionaire Dog – EP. 97 – Life’s Third Act

Explore the life of Leona Helmsley, the renowned hotelier, with Attorney-CPA Joe Cordell and researcher Marlea Parson. In this episode, they delve into the details of Leona’s journey in the real estate industry, her legal challenges, and imprisonment.

Together they examine Leona’s management style, leading to her infamous title, and the legal issues, including tax evasion, that impacted her public image. They also discuss the complexities of her Last Will and Testament, featuring notable provisions such as the trust for her dog, Trouble, and the disinheritance of grandchildren.

Join Mr. Cordell and Ms. Parson as they dissect the intricate legacy of Leona Helmsley, offering insights into her life, legal battles, and the enduring impact on her story.

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

Philip Seymour Hoffman: Can a Trust Create Spoiled Children? – EP. 96 – Life’s Third Act

Join Joe Cordell, Attorney-CPA, and researcher Marlea Parson in discussing the late, great Philip Seymour Hoffman and his views on trusts and inheritance.

Learn about the fascinating life of this acclaimed actor and the unexpected twists in his estate’s distribution. With an estate valued at over $35 million, Hoffman’s legacy was overshadowed by complex legal issues.

Explore the consequences of his decision to leave everything to Marianne O’Donnell, the mother of his children, and the challenges it posed. Despite the significant estate tax implications, he was determined not to create trust funds for his kids. Learn about the legal steps taken to resolve the complexities arising from his outdated will and the birth of his two younger daughters, shedding light on the importance of precise and adaptable estate planning.

Don’t miss this episode as Mr. Cordell and Ms. Parson unravel the captivating story of Philip Seymour Hoffman’s estate and the enduring lessons it provides.

The Menendez Brothers: Their Inheritance, Their Crimes, Their Losses – EP. 95 – Life’s Third Act

Dive into the chilling tale of the Menendez Brothers with Attorney-CPA Joe Cordell and researcher Marlea Parson. In 1989, a shocking murder in Beverly Hills captivated the nation. Explore the sordid details of the crime, from an affluent family’s American Dream to a brutal tragedy.

Learn how Lyle and Erik Menendez inherited a vast fortune after their parents’ murder but couldn’t claim it due to legal obstacles. Discover the inner workings of the Menendez estate, filled with lavish spending, debts, and a dark twist in their quest for wealth.

Tune in to uncover the legal complexities surrounding the Menendez case and why their inheritance remained elusive, even with millions at stake. This episode unravels the intricate web of slayer laws and their impact on a family’s tragic legacy. Don’t miss it!

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

Princess Diana and Her Letter of Wishes – EP. 94 – Life’s Third Act

Attorney-CPA Joe Cordell and researcher Marlea Parson, explore the story of Princess Diana and her Letter of Wishes in this episode of Life’s Third Act.

Together, the pair discuss the life of one of the world’s most iconic figures, Princess Diana, and how her estate was handled upon her untimely passing. Learn about the role of her Last Will and Testament and the critical “Letter of Wishes” within it, which expressed her personal preferences for the distribution of her estate.

This episode reveals the controversial alterations made to her will, involving her sons, Princes William and Harry, and 17 godchildren. It dives into the complex decisions and the various legal disputes that followed Diana’s passing.

Join Mr. Cordell and Ms. Parson as they untangle the mysteries surrounding Princess Diana’s legacy, revealing lessons in estate planning and the importance of clear, legally binding documents. Don’t miss this thought-provoking discussion on one of history’s most beloved figures and her estate.

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

Jimi Hendrix & The Impact of a Nonexistent Will – EP. 93 – Life’s Third Act

Join Attorney-CPA Joe Cordell and researcher Marlea Parson for an in-depth look into the life and legacy of Jimi Hendrix. Despite his legendary career, Hendrix left behind a complex legal situation by not having a will.

Discover how intestacy laws placed control of his estate in the hands of his father, Al Hendrix, and the subsequent legal disputes, including contested wills and the management of copyrights and royalties.

From lawsuits in the ’90s to ongoing trademark battles, you’ll learn how Hendrix’s legacy continues to be embroiled in legal issues. Most importantly, you’ll gain insights into estate planning and why having a will is crucial.

Don’t miss this episode, as Mr. Cordell and Ms. Parson unravel the story of Jimi Hendrix’s life, estate, and the enduring lessons it provides.

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

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

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

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

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

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.