Scholastic CEO Richard Robinson Leaves Family Out of Will [Episode 215]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the recent news regarding the estate of Scholastic CEO Richard Robinson, who unexpectedly left his family out of his will. 

Mr. Gau gives his reactions, discusses the legal options available to the Robinson family, explains the legal tactics that could be used to challenge the will, the likely impact of all this on Scholastic, and more.

Preparing for the Last Five Years Before Retirement [Episode 214]

Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career. 

The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions made during this stretch are not easily alterable. Mr. Oetken discusses the factors determining how much is needed for retirement, whether to avoid applying for Social Security benefits too early, how to project retirement outcomes, how to learn more about final contributions to retirement plans, and more. 

To learn more about planning for the final five years before retirement, read this article: https://www.kiplinger.com/retirement/retirement-planning/603215/retiring-in-the-next-5-years-make-these-five-decisions-now

If you need help planning for these critical years, it might be a good idea to talk to an estate planning attorney. Get in touch with TuckerAllen to learn how they can help. 

Click: https://tuckerallen.com/ 
Call: 314-335-1100

The Britney Spears Conservatorship Battle [Episode 213]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the conservatorship case of pop star Britney Spears and how it relates to estate planning. 

Mr. Gau discusses the purpose of a conservatorship, the controversy surrounding the way the conservatorship has been used in the Spears case, the prevalence of conservatorship abuse, the difficulty of ending a conservatorship, how he would handle similar allegations as an estate planning attorney, and more. 

Ms. Senior Missouri [Episode 212]

Jill Enders is joined by reigning Ms. Senior Missouri Carolyn Schlueter.

Ms. Schlueter discusses her inspiration for entering the Ms. Senior Missouri competition, her history competing in pageants, how her life has changed since being named Ms. Senior Missouri, her future plans, and more. 

For more information about the Ms. Missouri Senior America Pageant, visit: https://www.msmissourisenior.org/.

The Return of St. Louis Senior Olympics – Part II [Episode 211]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined again by Phil Ruben, Development Manager for the Jewish Community Center, to continue their discussion about the return of the St. Louis Senior Olympics. 

The St. Louis Senior Olympics, which is sponsored by TuckerAllen, is a Masters-style athletic competition that promotes the health and wellness of men and women by providing them with opportunities to participate in competitive sports and social events. The annual event is organized by the Jewish Community Center. It involves the help of more than 300 volunteers as more than 1,200 athletes participate in 90+ events. 

You can watch Part I of this conversation here:

For more information about the St. Louis Senior Olympics, visit: https://jccstl.com/fitness-recreation/sports-recreation/st-louis-senior-olympics/

Inflation and its Impact on Global Economics [Episode 210]

Attorney-CPA Joe Cordell discusses a range of topics concerning inflation and its broader impact on global economics.

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

Summerville of St. Andrews – a New Adult Living Community in Eureka, Mo. [Episode 209]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, who is the President/CEO of St. Andrew’s Resources for Senior System. 

Ms. Ryan is nationally known for her expertise in senior housing and services. She is a past Chair of the Board of Directors of Leading Age, a charitable organization focused on education, advocacy, and applied research with over 6,000 not-for-profit members serving millions of older adults. Recent recipient McKnight’s Women of Distinction Award in 2020 and the Most Influential Business Women of 2021 by the St. Louis Business Journal. She is among 25 women business leaders that will be honored for this award on August 13, 2021. 

Ms. Ryan joins the program to talk about Summerville of St. Andrews, which is a new adult living community set to open in August in Eureka, Mo. 

For more information about the St. Andrew’s Resources for Seniors System, visit: https://www.standrews1.com/. 

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

Estate Planning for Your Kids [Episode 208]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau to discuss how to put together an estate plan for your children. 

Mr. Gau explains what to keep in mind concerning estate planning depending on your child’s unique situation such as what steps need to be taken for a child with special needs, how to plan for a child with money problems, how to ensure your children are taken care of if they are from a pervious marriage, how to protect your child’s inheritance from lawsuits, and more. 

How the Pandemic Has Impacted Home Health [Episode 207]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Laiben, CEO of Premiere Home Health, a veteran-owned Medicare certified skilled home health company. 

Ms. Laiben discusses how the COVID-19 pandemic has impacted her company and home health in general. She explains lessons learned from the pandemic in terms of providing services to clients, whether she would change anything about how services were provided when COVID was at its worst, her concerns with the new Delta variant, and more.

2021 Financial Planning Outlook [Episode 206]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, Founder and Wealth Manager of Vine Wealth Management. The trio takes a look at what the pandemic has taught us about financial planning and what everyone should expect for the future of the economy. Mr. Way provides his insight on hot topics such as Bitcoin, investing in gold, retirement considerations, investments during inflation, creating a sound portfolio, and more.

For more information about Vine Wealth Management, visit Vinewm.com.

To get in touch with an estate planning or elder law attorney at TuckerAllen, visit TuckerAllen.com.