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 for the conclusion of their conversation about common mistakes people make regarding estate planning.

In this episode, Ms. Windsor discusses the mistake of not checking in with your attorney when you have funding questions or when things change. Additionally, she explains why it is a mistake to verbally communicate something to your family that is different than your estate plan, the consequences of utilizing 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 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.

Podcast (lifes-third-act): Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss some of the most common mistakes people make when putting together an estate plan.

Ms. Windsor discusses 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 only one successor Trustee or Agent for Power of Attorney and Healthcare, picking a guardian based only on their financial position, avoiding preferences on organ donation or designating burial or cremation, verbally communicating something to family that differs from your estate plan, utilizing online legal services rather than an attorney, and more.

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

Podcast (lifes-third-act): Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | RSS

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.

Podcast (lifes-third-act): Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | RSS