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Attorney and CPA Joe Cordell walks through how a 92 year old woman’s life savings became the target in a family exploitation fight. In the second part of our three part series, Joe details the real life story behind our protection planning discussion. Mildred Callahan, a 92 year old retiree in Arizona living with dementia, had disinherited her niece Rhonda Lynn Orr back in 2013. Years later, Rhonda gained control of Mildred’s accounts, opened a credit card in her name, tapped her CD and annuity, and tried to move $200,000 in one transfer that Bank of America stopped.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

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You can write a prenup that says anything. Getting a court to enforce it is the whole game. In the second part of our two part crossover with the No Judgement Podcast, estate planning attorney John Sauter and senior litigation partner Wil Halaz pick up where they left off and walk through what actually makes a prenuptial agreement hold up: reasonableness, consideration, time to review, and the terms a judge will simply throw out. They also settle the question almost everyone gets wrong, why keeping a separate bank account does not keep your money separate, and why a trust sometimes does the job better than an agreement.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

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A real life example can teach you more than a hundred hypotheticals. In this episode, Joe shares the story of a friend’s brother, a 75-year-old retired physician who spent his life saving carefully, built an estate worth roughly $3 million, and never put a single piece of planning in place. Then he had a stroke, and everything his loved ones thought they understood fell apart. This is the clearest look yet at why an estate plan is about protecting you while you’re still here, not just deciding where your assets go.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

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When your child turns 18, the law treats them as an adult. That means you lose the automatic right to make decisions for them, even if you are paying for college. Cordell & Cordell Senior Estate Planning Attorney John Sauter explains why parents overlook this moment, and the three documents that give you the legal authority to help when they need you most.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!

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Bob Weir’s business acumen, specifically his management of song publishing rights, is the secret engine behind his enduring financial legacy. In this episode, we break down how the Grateful Dead moved beyond traditional touring revenue to build a powerhouse of intellectual property ownership.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!