Lisa Marie Presley: The Importance of Will Validity – EP. 64 – Life’s Third Act

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Join us on this episode of Life’s Third Act as TuckerAllen estate planning attorney Nina Windsor and Attorney-CPA Joe Cordell discuss the passing of Lisa Marie Presley and the concern over the validity of her will.

Lisa Marie Presley, daughter of Elvis Presley and Priscilla Presley, passed away on January 12, 2023. After Lisa Marie inherited her father’s estate in 1993, she drafted a trust naming Priscilla Presley and Barry Siegal as trustees. However, a previously unknown 2016 amendment surfaced after Lisa’s passing, removing Priscilla and Barry and naming Lisa Marie’s two children as trustees. Ms. Windsor and Mr. Cordell discuss the ongoing contest by Priscilla Presley of the 2016 amendment. Together they cover topics such as drafting your will and trust, amendments to your trust, the importance of will validity, and more.

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

Trusts: An Essential Piece of Your Estate Plan – EP. 63 – Life’s Third Act

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Join us this week on Life’s Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed.

You may be asking, “Do I need a trust?” Mr. Cordell is here to answer that question and more. He touches on areas such as, what exactly a trust is, how it ebbs and flows down your family tree, and the differences between revocable and irrevocable trusts. The most crucial part of a trust is that you get to reach beyond your life to do important things for people you care about that they may not be able to do for themselves.

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

The Basics of Asset Protection – An Introduction – EP. 62 – Life’s Third Act

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Attorney-CPA Joe Cordell is back with another solo episode! This week on Life’s Third Act, Mr. Cordell is diving into the basics of asset protection. What is it, how does it help you, and how do you get started?

The way that asset protection is generally understood relates to the question of how you protect the property that you have accumulated from being taken during lawsuits of various types be it personal injury cases, creditors, and beyond. Safeguarding your personal assets is important as to ensure you are not leaving them vulnerable to potential threats. Mr. Cordell gives an overview of the general rules of asset protection and helps to identify some of the common tools that are used from the most exotic to the most simple. Structuring the ownership of your assets to safeguard them from potential future risks is one of the most practical and simple ways to protect yourself from taxation, seizure, and other losses.

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

SECURE Act 2.0 – What’s New for Retirement Assets? – EP. 61 – Life’s Third Act

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On this episode of Life’s Third Act, TuckerAllen estate planning attorney, Nina Windsor, sits down with Attorney-CPA Joe Cordell to discuss the SECURE Act 2.0. Enacted on December 29, 2022, SECURE Act 2.0 contains 300 pages with approximately 90 provisions. There is something within SECURE Act 2.0 for everyone to consider, which is why Ms. Windsor and Mr. Cordell have done a breakdown of the key points to help you understand and plan ahead.

SECURE Act 2.0 is a comprehensive legislation intended to expand and increase retirement savings. Joins us as Ms. Windsor and Mr. Cordell discuss how you may be affected, the changes that have happened to benefit lower-income individuals, and the clarifications that will be coming to many complex and confusing existing retirement plan rules.

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

Lessons to be Learned from Anne Heche – EP. 60 – Life’s Third Act

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This week on Life’s Third Act, TuckerAllen estate planning attorney, Nina Windsor, and co-host Jill Enders discuss the tragic death of Anne Heche and how her lack of an estate plan has made her untimely passing even more difficult for her loved ones.

Beloved actress Anne Heche, known best for her roles in “Donnie Brasco”, and “Six Days, Seven Nights”, passed away on August 11, 2022. Being that she died without a will, the administration of her estate was to be determined by California state laws, rather than by her own choice. Since Anne Heche had children from separate relationships this made the passing of her estate complicated. Ms. Windsor and Ms. Enders discuss the difficulties that come with not having a will, how the passing of Anne Heche’s estate may played out, and the importance of not just verbalizing your wishes, but putting them down on paper.

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

Aging Gracefully: It’s Time to Embrace Your Golden Years – EP. 59 – Life’s Third Act

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On this episode of Life’s Third Act, Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Mary Flett, a clinical psychologist, and the author of the book series, “Aging With Finesse.” Together the group discusses Dr. Flett’s philosophy on aging with a positive outlook.

Aging is more than just a number and potential wrinkles. Dr. Flett guides us through how she helps older adults live their most fulfilling life after 50. She discusses the Five Pillars of Aging, how to approach the Golden Years with a positive outlook, and exactly why she doesn’t like the word “senior.”

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

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.