Tag Archive for: TuckerAllen

Should You Relocate for Retirement? [Episode 189]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by author Janet Blazer to discuss how to plan for retirement if you plan on spending your golden years in a new location. 

Ms. Blazer was a journalist in California but at age 50 decided to move to Mazatlán, Mexico, to start a publication and spend her retirement years. 

Moving to a new place and starting a new adventure in retirement might be intimidating to some, but in many cases in can lead to greater fulfilment and can even be more affordable in some instances. 

Ms. Blazer discusses what to keep in mind if a big move might be in your retirement plans, including logistics, how to adapt to a new home, how to financially plan for the move, and how to get the most enjoyment out of the entire experience. 

If you are nearing retirement and need help planning for your next step, get in touch with an attorney at TuckerAllen.

What Are the Biggest Estate Planning Concerns for 2021? [Episode 188]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao discuss the biggest estate planning concerns that people are facing in the first few months of 2021. 

As the COVID-19 pandemic and political turmoil of 2020 heated up, many people took steps to make sure their estate was in order for the future. Now we check in to see what people are worried about and what actions they are taking as Coronavirus cases continue to decline. We also offer tips for how to best prepare regardless of what the future holds. 

How to Financially Plan for Potential Changes to Tax Law, Pt. 2 [Episode 187]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, for the conclusion of their two-part conversation concerning market projections for 2021. 

With a new administration in Washington, D.C., there is much uncertainty over how potential new legislation will affect the economy and what that will mean for personal finance. Mr. Wray discusses his concerns and expectations regarding the coming year and gives tips for how you can plan to help ensure your estate is protected regardless of what comes to pass. 

If you have concerns about your estate plan or need help planning for your future, get in touch with an attorney at TuckerAllen.

How to Financially Plan for Potential Changes to Tax Law – Part 1 [Episode 186]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and wealth manager of Vine Wealth Management, to discuss what impact the Biden Administration might have on taxes and how that will affect the broader economy. 

There has been speculation that the new administration will raise the corporate tax rate after it was lowered from 35% to 21% after the Tax Cuts and Jobs Act of 2017 passed. They discuss that potential change as well as the outlook for individual tax rates and what you can do to financially plan for your future regardless of political changes. 

If you are concerned about how changes to tax law could affect your financial future and want to make sure you properly plan, get in touch with an Estate Planning Attorney at TuckerAllen.

Senior Online Dating Safety Tips [Episode 184]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders talk with Better Business Bureau Investigations Manager Don O’Brien about some of the dangers seniors can encounter when exploring the online dating world. 

There are numerous online schemes that target the elderly, including romance scams. The panel discuss one incident that recently occurred in St. Louis in which Hammed Akande conned at least 24 people, all over 60, out of hundreds of thousands of dollars. 

They also review safety precautions seniors should take when navigating the internet, particularly dating and matching services. 

If you have any elder law questions, please get in touch with an attorney at TuckerAllen. 

Why You Should Prioritize Estate Planning in the New Year [Episode 182]

/in , /by

Subscribe: RSS

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen Senior Estate Planning Attorney Missy Shands Manning to discuss why it is a good idea to make estate planning a priority in the new year. 

Many new-year to-dos and goals end up going by the wayside as the year progresses, and estate planning is no different. However, making sure your plan is in order is vital and something that you should avoid putting off. The panel explain why estate planning in the new year is so important and offer tips to help keep you on track.