Life’s Third Act: Recent Episodes
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In the latest episode of Life’s Third Act, host Joe Cordell discusses the life, times, and estate of the godfather of comic books, Stan Lee. Joining the program is Danny Fingeroth, pop culture historian, veteran Marvel editor of Spiderman, and the author of “A Marvelous Life: The Amazing Story of Stan Lee.” Together, the two delve deep into the legacy of the man who brought us classic superheroes such as Spider-Man, The Fantastic Four, X-Men, Iron Man, Thor, The Hulk, Black Panther, Daredevil, Doctor Strange, Ant-Man, and many more.
Tune into part two of the Stan Lee story where Mr. Cordell discusses the comic book writer’s estate, family matters, as well as the complicated legal battle surrounding his estate before his passing in 2019.
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Discover the fascinating life of legendary comic book writer Stan Lee. Learn about his massive impact on American culture and movies as well as this importance of estate planning and the dangers of elder abuse in this latest installment of Life’s Third Act.
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Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis. Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career to what it’s like owning the family business.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
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Dive into the chilling tale of the Menendez Brothers with Attorney-CPA Joe Cordell and researcher Marlea Parson. In 1989, a shocking murder in Beverly Hills captivated the nation. Explore the sordid details of the crime, from an affluent family’s American Dream to a brutal tragedy.
Learn how Lyle and Erik Menendez inherited a vast fortune after their parents’ murder but couldn’t claim it due to legal obstacles. Discover the inner workings of the Menendez estate, filled with lavish spending, debts, and a dark twist in their quest for wealth.
Tune in to uncover the legal complexities surrounding the Menendez case and why their inheritance remained elusive, even with millions at stake. This episode unravels the intricate web of slayer laws and their impact on a family’s tragic legacy. Don’t miss it!
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
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In part two of the Buddy Holly story, Joe Cordell discusses Buddy Holly’s legacy and the legal circumstances of his estate after his tragic death. When Holly died intestate (without a will) in 1959, his wife Maria Elena Santiago-Holly was deemed the sole heir-at-law by the court. Santiago-Holly wasn’t legally obligated to share the estate with her late-husband’s family but she decided to anyways. Unfortunately, this didn’t stop Holly’s in-laws from waging litigation against her. Tune in as Mr. Cordell dives into the finer details of this unique estate dispute. That and more only on Life’s Third Act.
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Discover the fascinating life and tragic death of legendary musician Buddy Holly in this educational video. Learn about his impact on music history, as well as the importance of estate planning and legal advice. Watch now to gain a deeper understanding of Buddy Holly’s legacy.
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In the latest episode of Life’s Third Act, host Joe Cordell takes a deep dive into the life of a musician take far too soon, Buddy Holly. Despite his career lasting only about 18 months, Holly left a legacy on rock and roll music and inspired artists such as The Beatles, The Rolling Stones, Bob Dylan, and many others. Holly’s death was dubbed “The Day The Music Died” referring to February 3, 1959, the tragic plane crash that resulted in the deaths of three prominent American rock and roll musicians Buddy Holly, Ritchie Valens, J.P. “The Big Bopper” Richardson.
Tune into part two of the Buddy Holly story on Life’s Third Act as Mr. Cordell discusses the late musician’s estate, posthumous releases, and how Holly’s widow shared the estate with his family. All that and more only on Life’s Third Act.
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Discover the fascinating life and tragic death of legendary musician Buddy Holly in this educational video. Learn about his impact on music history, as well as the importance of estate planning and legal advice. Watch now to gain a deeper understanding of Buddy Holly’s legacy.
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Call: (314) 335-1100
In the latest episode of Life’s Third Act, host Joe Cordell discusses the life and times of one of the most influential songwriters of the 20th century, John Lennon. Today he is best remembered as a founding member of The Beatles and for the profound mark he left on modern music and culture. Lennon was tragically assassinated on December 8, 1980, while on the cusp of a career comeback. His death shocked the world, but it was only the beginning of a 16-year long legal battle between Lennon’s widow Yoko Ono and his first family. Lennon’s first son Julian, called his late father a “hypocrite.” The musician preached love and compassion but were things a different story? Learn more about Lennon’s life, legacy, and estate on Life’s Third Act with Joe Cordell.
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Explore the fascinating details surrounding the life, death, and estate of legendary musician John Lennon in this in-depth video. From his iconic music career with The Beatles to his tragic passing and the complexities of his estate, learn how estate planning played a crucial role in preserving his legacy. Watch now to gain valuable insights into John Lennon’s life and the importance of proper estate planning. #JohnLennon #EstatePlanning #Beatles #YokoOno #MusicHistory #watchnow
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In part two of the John Belushi story, Joe Cordell delves into the legal circumstances behind the Belushi estate. Though Belushi passed away in 1982, it wouldn’t be the last time his name would make headlines. Eight years after his death, Belushi’s widow Judith Jacklin, remarried to Victor Pisano in 1990 only to divorce in 2010. Though the couple had a prenuptial agreement, the late comedian’s intellectual property became a point of contention with Mr. Pisano claiming rights to the Belushi estate. Tune in as Mr. Cordell dives into the finer details of this unique estate dispute. That and more only on Life’s Third Act.
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Join us as we delve into the life and death of legendary comedian John Belushi, known for his iconic roles in SNL, “Animal House,” “The Blues Brothers,” “National Lampoon” and more. Discover the details of his estate dispute and gain insight into the legal battles that ensued. Watch now to learn more about this fascinating story. #JohnBelushi #SNL #EstateDispute #ComedyLegend #EstatePlanning
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In the latest episode of Life’s Third Act, host Joe Cordell discusses the life and times of one of comedy’s biggest stars that was taken far too soon, John Belushi. Belushi was a breakout comic on Saturday Night Live and his work pioneered comedy for the latter half of the 20th century. Belushi blended comedy with pop music in projects like The Blues Brothers which he formed with SNL alum, Dan Akroyd. His death in 1982 cast a large shadow on the entertainment industry but his legacy lives on through his widow, Judith Jacklin, who became embroiled in an estate dispute after divorcing ex-husband Victor Pisano in 2010. Learn about Belushi’s legacy and the estate dispute that surrounded his name even 30 years after his death. This and more only on Life’s Third Act with Joe Cordell.
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Join us as we delve into the life and death of legendary comedian John Belushi, known for his iconic roles in SNL, “Animal House,” “The Blues Brothers,” “National Lampoon” and more. Discover the details of his estate dispute and gain insight into the legal battles that ensued. Watch now to learn more about this fascinating story. #JohnBelushi #SNL #EstateDispute #ComedyLegend #EstatePlanning
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For part two of the Maurice Gibb story, Joe Cordell delves into the latter half of the late Bee Gee’s life as well as his unfortunate death in 2003. Later in life, Maurice struggled with alcoholism after a serious incident with his family in 1991, but it would be a fateful medical emergency in 2003 that would do the legend in. In this installment Mr. Cordell dives into the Gibb estate, what forced the surviving Bee Gee members to take Mt. Sinai Medical Center to court after their brother’s death as well as Maurice’s widow Yvonne’s out-of-court settlement with the hospital. That and more on Life’s Third Act.
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Discover the shocking truth behind the death of Maurice Gibb, one of the Bee Gees legends. Learn about Maurice Gibb’s net worth and how his estate planning affected his loved ones. Watch now to educate and inform yourself on this tragic story. #MauriceGibb #DeathOfMauriceGibb #BeeGees #EstatePlanning
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In the latest episode of Life’s Third Act, host Joe Cordell discusses the life, music, and legal legacy of pop legend, Maurice Gibb. Maurice was one-third of the Bee Gees and helped produce some of the most iconic tracks of the disco era. Together, the three Gibb brothers sold over 200 million records worldwide. Later in life, Maurice struggled with alcoholism after a serious incident in 1991, but it would be a fateful medical emergency in 2003 that would do the legend in. Tune in for part two of the series where Mr. Cordell delves into what forced the surviving Bee Gee members to take Mt. Sinai Medical Center to court after their brother’s death.
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Discover the shocking truth behind the death of Maurice Gibb, one of the Bee Gees legends. Learn about Maurice Gibb’s net worth and how his estate planning affected his loved ones. Watch now to educate and inform yourself on this tragic story. #MauriceGibb #DeathOfMauriceGibb #BeeGees #EstatePlanning
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Call: (314) 335-1100
On the latest episode of Life’s Third Act, Joe Cordell uncovers another chapter in the Glen Campbell estate story with Campbell’s son, Travis who was disinherited from the country star’s will in 2006. In this tell-all, Travis and his wife Trudy discuss his siblings, his mother Billie Jean’s story, the divorce trial, as well as his relationship with Glen. It’s an in-depth look into the life and times of the son of a star. Be sure to tune into for part two of this series where Mr. Cordell delves into a trove of exclusive court documents and details of the Campbell estate. That and more, only on this special series from Life’s Third Act with Joe Cordell.
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If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
On part two of the Mickey Rooney story, Joe Cordell gets into the later career, legacy, and estate of the classic actor. Despite a colorful filmography, a look into Rooney’s assets and estate paints a tragic picture of the star’s life.
So how did Rooney go from millions to a net worth of $18,000? In 2011, at age 90, Rooney testified before Congress that he was the victim of elder abuse and financial exploitation at the hands of his own family, shedding light on an overlooked issue. Join Mr. Cordell as he dives into not only the betrayal of a great American actor but important lessons to learn when handling your own estate.
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Watch now to learn about the life and estate of legendary actor Mickey Rooney. Explore his career, personal life, and estate planning advice in this informative video. Delve into topics such as Mickey Rooney’s death, movies, spouse, and children, and gain valuable insights into estate planning. Don’t miss out on this opportunity to educate yourself on the fascinating legacy of Mickey Rooney.
MickeyRooney #EstatePlanning #MickeyRooneyMovies
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
In the latest episode of Life’s Third Act, host Joe Cordell delves into the legacy of one of America’s most prolific actors of all time, Mickey Rooney. Having starred in over 300 pictures, ranging from the silent film era to the digital age, Rooney is remembered for his lifetime of work and memorable performances. Notable films include “Boys Town”, “The Black Stallion”, and “Night at The Museum”.
Despite being one of MGM’s most successful actors, Rooney was left virtually broke later in his life. Even though he had a colorful and illustrious career, Rooney’s finances and estates painted a rather tragic picture. Tune in for part two to discover how the acclaimed star went on hard times at the hands of his own family.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Watch now to learn about the life and estate of legendary actor Mickey Rooney. Explore his career, personal life, and estate planning advice in this informative video. Delve into topics such as Mickey Rooney’s death, movies, spouse, and children, and gain valuable insights into estate planning. Don’t miss out on this opportunity to educate yourself on the fascinating legacy of Mickey Rooney.
MickeyRooney #EstatePlanning #MickeyRooneyMovies
For part two of the Alan Thicke story, Joe Cordell journeys into the actor’s later career and his $40 million estate. It was no secret in the family that Thicke had spotted his third wife, model Tanya Callau, while hosting a TV show in Miami in 2005. Callau may have stayed with Thicke until his death in 2016, but that didn’t stop his children from taking his widow to court.
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In blended families its not unheard of for conflict to arise between the stepmother and the next of kin. Alan may have played the family man in “Growing Pains,” but a legal battle brewed in the family after his passing: specifically, between his living trust and prenuptial agreement. Find out what happens in this special series on stepmoms versus the kids, only on Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
For the latest episode of Life’s Third Act, host Joe Cordell delves into the life of an 80s television icon, Alan Thicke. Known for his role as Dr. Jason Seaver on the sitcom “Growing Pains” Thicke lived a busy life in the world of broadcast. From humble beginnings as a disc jockey, he later became a household name on numerous programs such as “The Barry Manilow Special,” and starred in films like “Stop the Wedding” and “Let It Snow”.
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When Thicke wasn’t acting or producing he also penned songs for popular programs including “Diff’rent Strokes,” “The Facts of Life,” and even the original theme for “Wheel of Fortune.”
In part two of the series, Mr. Cordell will discuss the fate of Thicke’s $40 million estate and the complex legal battle between his three sons and his widow Tanya Callau. See how the dust settled in this classic case of the kids versus the stepmother with millions hanging in the balance.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
On part two of the Glen Campbell story, Joe Cordell journeys into the country singer’s late career, legacy, and estate value. Things however were not all gentle crooning in the Campbell family. In 2006, Campbell made the decision to exclude three of his eight children from his will. When the singer passed away 12 years later, the three disinherited children filed a legal challenge against the Campbell estate with claims of their father lacking mental capacity due to his complications with Alzheimer’s. What unfolded was a bitter, years-long legal battle that as of 2019 is still ongoing.
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Join us as we dive into the fascinating life and legacy of country music legend Glen Campbell. From his iconic hits like “Wichita Lineman,” “By The Time I Get To Phoenix,” “Rhinestone Cowboy,” “Gentle on My Mind” to his famous relationship with singer Tanya Tucker, we explore the career of this influential artist. Plus, we discuss the importance of estate planning and how it impacted Campbell’s family. Watch now to learn more about Glen Campbell’s net worth and his lasting impact on the music industry.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
In the latest episode of Life’s Third Act, host Joe Cordell dives into the life of country music legend, Glen Campbell. Born into a poor, rural family, Campbell went from picking cotton in his native state of Arkansas as a boy to selling more than 45 million records worldwide. Known for countless hits like “Gentle on My Mind,” “Wichita Lineman,” and “Rhinestone Cowboy,” Campbell was a household name both on the airwaves and television. Like any country singer, Campbell also had his string of marriages and broken hearts; not everything was gentle crooning within the Campbell family. Join Mr. Cordell as he delves into the life, times, and legacy of one of country music’s greats. In part two of the series, discover the contents of the Campbell estate, the lengthy legal dispute after Campbell’s death, and the reason why he disinherited excluded three of his children from his will.
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Join us as we dive into the fascinating life and legacy of country music legend Glen Campbell. From his iconic hits like “Wichita Lineman,” “By The Time I Get To Phoenix,” “Rhinestone Cowboy,” “Gentle on My Mind” to his famous relationship with singer Tanya Tucker, we explore the career of this influential artist. Plus, we discuss the importance of estate planning and how it impacted Campbell’s family. Watch now to learn more about Glen Campbell’s net worth and his lasting impact on the music industry.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
For part two on the Jerry Lewis story, Life’s Third Act host, Joe Cordell dives into the latter half of Lewis’ career and the controversy surrounding his $50 million estate.
Today Jerry Lewis is remembered as a comedy favorite, but things were not all laughs and grins for the Lewis family. After his death in 2017, Lewis made headlines when it was revealed that he disinherited not only his first wife but all six of his sons from his will. So, what would cause a man to disown his entire first family like that? Could it be possible that Lewis’ second wife may have put him up to it? Tune into Life’s Third Act to find out as Mr. Cordell dives into the life and times of the “King of Comedy”, Jerry Lewis.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
In the latest episode of Life’s Third Act, host Joe Cordell discusses the life of classic American comedian and entertainer, Jerry Lewis. Nicknamed “The King of Comedy”, Lewis got his big break working alongside the legendary Dean Martin as the comedy duo act, Martin, and Lewis.
Lewis’ solo career was also successful, achieving acclaim on film, television and in the world of philanthropy. In 1966 the Jerry Lewis Telethon raised money for the Muscular Dystrophy Association and won him two stars on the Walk of Fame as well as a Nobel Peace Prize nomination.
In part two, Mr. Cordell delves into the vast $50 million Lewis fortune and the shock his first family faced after discovering they were were disinherited from his will. Could it also have been possible that Lewis’ second wife could have had the last word? Find out this and more in the latest installment of Life’s Third Act.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
For part two on the Frank Sinatra story, Life’s Third Act host, Joe Cordell focuses on the iconic singer’s later career successes, his legacy, and the looming family feud that surrounded the $300 million Sinatra fortune.
As the world grieved Sinatra’s passing in 1998, the battle for his estate was just beginning. Unfortunately, things weren’t all easy listening for the Sinatra children, who had developed contentious relationships with their father’s multiple spouses. Frank had left much of his estate to his wife Barbara, while the Sinatra clan felt that their father was not generous enough to them in his will. See how the dust settled in this classic case of the kids versus the stepmother with millions hanging in the balance. All that and more in the latest installment of Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
In the latest episode of Life’s Third Act, host Joe Cordell dives into the life of a true American icon, singer and entertainer, Frank Sinatra. The son of Italian immigrants, Sinatra rose to fame thanks to his larger-than-life voice and talent for acting. The man with the golden voice defined 20th century music with classic albums like “The Voice of Frank Sinatra” and “Songs for Swingin’ Lovers” as well as smash hit songs such as “My Way” and “New York, New York”. By the time he passed away in 1998, the Sultan of Swoon had sold 150 million records worldwide and amassed a massive $300 million fortune.
Stay tuned for part two, where Mr. Cordell discusses the Chairman of the Board’s legacy as well as the brewing family feud that rocked the Sinatra family in the wake of his death, a classic case of the stepmother versus the deceased’s children. All that and more in the latest installment of Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
In the latest episode of Life’s Third Act host, Joe Cordell dives into the life of one of America’s most thrilling novelists, Tom Clancy. A New York Times best-selling author of countless military and espionage thrillers, Clancy’s novels are known for their technical details and Cold War setting. Originally moonlighting as a writer while he worked as an insurance salesman, Clancy penned “The Hunt for Red October”. The book was expected to only sell 5,000 copies until it was hailed by then-President Ronald Reagan as “the best yarn” and went on to sell in the millions.
Clancy continued writing runaway hit novels such as “Patriot Games”, “Clear and Present Danger”, and “The Sum of All Fears”, selling over 100 million copies worldwide. Clancy went from a humble military enthusiast to amassing a multimillion-dollar empire with his stories inspiring numerous films, shows and even videogames.
Despite being a highly detailed and meticulous writer, Clancy had overlooked a flaw in the vague language of his estate planning that left his family with a hefty tax penalty to boot. Find out who wound up footing the bill for Clancy’s estate as well as what you can do to best protect your assets and descendants. All that and more in the latest installment of Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
For part two on the Kobe Bryant story, Life’s Third Act host, Joe Cordell dives deep into the legal issues that plagued the Bryant family after the basketball star’s tragic death. Though Bryant had worked hard to provide for his family well into the future, a simple mistake in the family trust would cause havoc for the estate.
Kobe had created a family trust to protect his assets and pass on his wealth to his wife Vanessa and daughters, Natalia, Gianna, and Bianka. However, his youngest daughter, Capri, born in 2019, one year before the tragic accident, was not included in the original document in time.
What was probably an untimely oversight would cause months of legal troubles and court intervention to update the trust and ensure Capri’s rightful share among her siblings. Join Mr. Cordell as he discusses the importance of planning for the future as well as updating estate plans after major life events. All that and more in the latest installment of Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
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Call: (314) 335-1100
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In the latest episode of Life’s Third Act host, Joe Cordell, discusses the life and legacy of one of America’s most beloved athletes, Kobe Bryant. From humble beginnings to penning $56 million NBA contracts, uncover Black Mamba’s rise to fame, fortune, and family. With four NBA All-Star Game MVP Awards and 33,643 career points under his belt, Bryant cast a large shadow over basketball forever. The world mourned the athlete’s tragic death in 2020, but unfortunately the long battle for Bryant’s estate was just beginning for his surviving family.
Tune in next week for part two, where Mr. Cordell uncovers how a simple oversight in Kobe’s estate plan embroiled the Bryant family in months of hearings, legal fees, and costs. All that and more in the latest installment of Life’s Third Act with Joe Cordell.
If you have any questions about estate planning or elder law, get in touch with an attorney at Tucker Allen.
Click: https://tuckerallen.com/
Call: (314) 335-1100
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Host Joe Cordell, Attorney/CPA, and Life’s Third Act researcher Marlea Parson invite you to embark on a captivating exploration of O.J. Simpson’s multifaceted life. From his humble origins in San Francisco to his meteoric rise as a football sensation at USC and in the NFL, Simpson’s journey is as inspiring as it is tumultuous.
In part 1, we discussed O.J. Simpson’s history, including winning a Heisman trophy during his time at USC and moving on to become an award-winning Running Back for the Buffalo Bills, which then propelled him into the spotlight. He became an actor and broadcaster, starring in films like “The Naked Gun” and “The Towering Inferno,” and working as a sports commentator on “Monday Night Football” and other broadcasts.
We will delve deeper into the aftermath of the trial, focusing on the ongoing pursuit of justice by the Goldman family. We’ll examine their relentless quest for accountability in the face of Simpson’s acquittal and the challenges they’ve encountered along the way.
Additionally, we’ll uncover the lasting repercussions of Simpson’s actions on American culture and the criminal justice system. From debates surrounding race and celebrity to the evolution of media coverage and legal procedures, Simpson’s case continues to shape our understanding of justice and inequality.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
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Call: (314) 335-1100
The post OJ Simpson – Who Will Benefit From His Estate? – Part 2 – EP. 122 – Life’s Third Act appeared first on Joseph E. Cordell.
Host Joe Cordell, Attorney/CPA, and Life’s Third Act researcher Marlea Parson invite you to embark on a captivating exploration of O.J. Simpson’s multifaceted life. From his humble origins in San Francisco to his meteoric rise as a football sensation at USC and in the NFL, Simpson’s journey is as inspiring as it is tumultuous.
In this thought-provoking episode, Cordell and Parson delve into the milestones and controversies that shaped Simpson’s narrative. Discover how his Heisman Trophy win and record-breaking NFL career propelled him into the spotlight, while his ventures into acting and broadcasting cemented his status as a household name.
But the narrative takes a darker turn with the tragic deaths of Nicole Brown Simpson and Ronald Goldman, leading to “The Trial of the Century” that captivated the nation. Despite Simpson’s acquittal, questions lingered, and subsequent legal battles revealed a tangled web of financial obligations, debt, and estate planning.
Join us as we dissect Simpson’s Last Will and Testament, the uncertainties surrounding his estate, and the contentious role of his long-time attorney, Malcolm LaVergne. Through expert insights and firsthand accounts, we’ll navigate the complexities of justice, memory, and legacy in the wake of one of America’s most infamous legal sagas.
Stay tuned for part 2, where we’ll continue our exploration of Simpson’s legacy, examining the ongoing pursuit of justice by the Goldman family and the enduring impact of his tumultuous life on American society.
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 post OJ Simpson – Who Will Benefit From His Estate? – Part 1 – EP. 121 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome back to part two of our exploration into the captivating life and legacy of Leonard Cohen. Join host Joe Cordell and Life’s Third Act researcher Marlea Parson as they continue their journey through Cohen’s enduring impact on music and the ongoing legal battles over his estate.
In this episode, dive deeper into Cohen’s profound influence on generations of musicians and his posthumous Grammy-winning album “You Want It Darker.” Explore the intricacies of the legal saga surrounding his estate, including accusations of forgery, battles for control of his royalties, and the implications for his children, Lorca and Adam Cohen.
Through compelling anecdotes and insightful analysis, this episode offers a comprehensive conclusion to our exploration of the life, music, and enduring mystique of Leonard Cohen. Join us for the riveting conclusion of this two-part series on Life’s Third Act.
The post Leonard Cohen – The Battle Over His Legacy – Part 2 – EP. 120 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome back to part two of our exploration into the captivating life and legacy of Leonard Cohen. Join host Joe Cordell and Life’s Third Act researcher Marlea Parson as they continue their journey through Cohen’s enduring impact on music and the ongoing legal battles over his estate.
In this episode, dive deeper into Cohen’s profound influence on generations of musicians and his posthumous Grammy-winning album “You Want It Darker.” Explore the intricacies of the legal saga surrounding his estate, including accusations of forgery, battles for control of his royalties, and the implications for his children, Lorca and Adam Cohen.
Through compelling anecdotes and insightful analysis, this episode offers a comprehensive conclusion to our exploration of the life, music, and enduring mystique of Leonard Cohen. Join us for the riveting conclusion of this two-part series on Life’s Third Act.
The post Leonard Cohen – The Battle Over His Legacy – Part 2 – EP. 120 – Life’s Third Act appeared first on Joseph E. Cordell.
Continue exploring the captivating story of John Denver in Part 2, featuring attorney/CPA Joe Cordell and Life’s Third Act researcher Marlea Parson.
This segment delves deeper into Denver’s impact on music and environmental activism. Examine how his timeless classics like “Sunshine on My Shoulders” and “Annie’s Song” not only defined a genre but also underscored his deep passion for the natural world. In this episode, we will also explore Denver’s significant contributions to philanthropy and how his activism paved the way for future generations. Gain insights into the complexities of his estate, which highlight critical lessons in legacy management and estate planning.
Join us as we continue to unravel the intricate blend of law, music, and charity in John Denver’s enduring legacy.
The post John Denver – The Perils of Intestacy – Part 2 – EP. 118 – Life’s Third Act appeared first on Joseph E. Cordell.
Join attorney/CPA Joe Cordell and Life’s Third Act researcher Marlea Parson in Part 1 of the captivating life and legacy of John Denver. Born Henry John Deutschendorf, Jr., Denver’s journey from a military upbringing to becoming a global icon of folk music is nothing short of remarkable. From his humble beginnings to international stardom, Denver’s career was marked by hits like “Take Me Home, Country Roads” and “Rocky Mountain High,” as well as his unwavering commitment to environmental and humanitarian causes.
Discover how Denver’s enduring musical legacy continues to inspire generations while his legal battles offer valuable lessons in estate planning and the importance of preserving one’s legacy.
Tune in to uncover the fascinating intersections of law, music, and philanthropy in the life of John Denver.
The post John Denver – The Perils of Intestacy – Part 1– EP. 117 – Life’s Third Act appeared first on Joseph E. Cordell.
In this episode of Life’s Third Act, host Joe Cordell and researcher Marlea Parson delve into the legal dispute that unfolded after the death of the legendary actor and comedian Robin Williams.
Six months after his passing, tensions rose between Williams’ widow, Susan Schneider Williams, and his children from previous marriages over financial assets and personal belongings. From allegations of unilateral property removal to clashes over cherished memorabilia, the battle highlighted the complexities of honoring a legacy amidst familial discord.
Join us as we unravel the intricacies of this legal saga and explore the delicate balance between preserving a renowned legacy and navigating familial ties.
The post Robin Williams – The Importance of Clearly Defining Your Will – EP. 116 – Life’s Third Act appeared first on Joseph E. Cordell.
In the highly anticipated continuation of Life’s Third Act, host Joe Cordell and researcher Marlea Parson delve deeper into the evolving saga of James Brown’s estate.
Part 2 unravels the aftermath of the 2022 Primary Wave Music deal, exploring the ambitious plans outlined by the music company to honor Brown’s legacy through projects like a Broadway musical and a museum attraction. As legal battles persist and scholarship distribution remains uncertain, listeners witness the ongoing struggle to translate Brown’s philanthropic vision into reality amidst the complexities of estate management. Tune in for an insightful exploration of the enduring impact and intricate challenges surrounding the estate of the Godfather of Soul.
The post James Brown – A Perfect Estate Plan Gone Wrong – Part 2– EP. 115 – Life’s Third Act appeared first on Joseph E. Cordell.
Join host Joe Cordell and researcher Marlea Parson in this episode of Life’s Third Act as they dissect the legal battles and family disputes surrounding the estate of music icon James Brown.
From the aftermath of his death in 2006 to the groundbreaking 2022 Primary Wave Music deal, explore the complexities of managing Brown’s vast fortune, including valuable song copyrights. Delve into the ongoing legal struggles, including challenges to Brown’s will and disputes over termination rights, shedding light on the intricate intersection of family dynamics, financial intricacies, and philanthropic aspirations in the legacy of the Godfather of Soul.
Stay tuned for Part 2 as the story unfolds further, promising revelations and insights into the ongoing legacy of the Godfather of Soul.
The post James Brown – A Perfect Estate Plan Gone Wrong – Part 1– EP. 114 – Life’s Third Act appeared first on Joseph E. Cordell.
Host Joe Cordell and researcher Marlea Parson continue to uncover the twists and turns of the legendary Whitney Houston’s estate. Join them as they dive deeper into the legal battles surrounding Bobbi Kristina’s tragic passing, as Bobby Brown’s fight for conservatorship is thwarted, redirecting millions intended for Bobbi Kristina to Houston’s family members as per her will.
Discover the controversial claims of Nick Gordon, Bobbi Kristina’s longtime boyfriend, and the legal repercussions that followed, including Gordon’s civil trial verdict and subsequent demise. Learn how Whitney Houston’s estate, once a source of contention, ultimately served as a testament to her legacy, impacting not only her family but also the wider legal and cultural landscape.
Join Mr. Cordell and Ms. Parson for a compelling exploration of the complexities of celebrity estates, the enduring repercussions of fame and fortune, and the poignant legacy left behind by one of music’s most beloved icons.
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 post Whitney Houston – Why Generational Planning Is Important – Part 2 – EP. 113 – Life’s Third Act appeared first on Joseph E. Cordell.
In this two-part episode, host Joe Cordell and researcher Marlea Parson discuss the legacy of Whitney Houston.
Part 1 unfolds the financial challenges at Houston’s death, the resurgence of her estate, and the structured inheritance for her daughter, Bobbi Kristina. The episode explores the tragic aftermath, including legal battles, Bobby Brown’s unsuccessful claims, and the controversial role of Nick Gordon.
Join Mr. Cordell & Ms. Parson for a journey through the complex world of celebrity estates, spotlighting the impact of fame on family dynamics and the enduring legacy of one of music’s iconic voices.
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 post Whitney Houston – Why Generational Planning Is Important – Part 1 – EP. 112 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome back to Life’s Third Act for Part 2 of our Picasso journey with hosts Joe Cordell and Marlea Parson.
In this episode, we tackle recent controversies, including legal battles over Picasso’s 1931 bust of Marie-Thérèse Walter. Uncover internal family disputes, philanthropic efforts, and the ongoing strength of Picasso’s market influence.
Discover the future of Picasso’s legacy as we explore market trends and the family’s control over the estate until 2043. Join us for a look at the ever-evolving impact of one of history’s greatest artists.
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 post Pablo Picasso – The Painting of a Not so Perfect Estate – Part 2 – EP. 111 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome to Life’s Third Act, where Attorney/CPA Joe Cordell and researcher Marlea Parson dissect the estate of Pablo Picasso. In Part 1, they unravel the saga following Picasso’s 1973 demise.
When Picasso died at age 91, he passed without a will. His estate, valued at $250 million in 1980, triggered a six-year legal battle among heirs. Mr. Cordell and Ms. Parson explore the legal battles of 1973-1979, involving contentions over licensing rights, and strategic moves like selling naming rights. They also discuss the internal family disputes that persisted even after a legal settlement in 1989.
Despite a tumultuous estate division, Picasso’s brand thrives, and his heirs prospered in emerging markets. Join Joe Cordell and Marlea Parson as they guide you through Picasso’s life, death, and the intricate journey of managing his prolific legacy. Stay tuned for Part 2, where they unravel more layers of Picasso’s enduring impact on the art world and beyond.
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 post Pablo Picasso – The Painting of a Not so Perfect Estate – Part 1 – EP. 110 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome back to Part 2 of Life’s Third Act’s exploration of Jim Morrison and The Doors. In this continuation, host Joe Cordell and researcher Marlea Parson delve deeper into the captivating story of the iconic rock band’s legacy.
The episode kicks off by tracing the aftermath of Jim Morrison’s death in 1971 and the impact on The Doors’ musical journey. Learn about the legal battles surrounding Morrison’s estate, including the court’s recognition of Pamela Courson as the rightful heir in 1974, only to face tragedy with her heroin overdose that same year.
Explore the intestate succession, parental claims, and the out-of-court settlements that shaped the fate of Morrison’s estate. Gain insights into the emotional and financial toll of these legal conflicts and how they continue to resonate in the rock ‘n’ roll history.
Mr. Cordell and Ms. Parson bring you up-to-date with the current value of The Doors’ royalty stream, exceeding $80 million, underlining the enduring impact of Morrison’s artistic legacy. Don’t miss the conclusion of this enthralling two-part series as Life’s Third Act unravels the layers of Jim Morrison and The Doors’ enduring legacy, exploring the highs, lows, and everything in between. Tune in for the grand finale and discover the lasting impact of a band that forever changed the landscape of rock music.
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 post Jim Morrison – The Perils of ‘Simple’ Wills – Part 2 – EP. 109 – Life’s Third Act appeared first on Joseph E. Cordell.
Join host Attorney/CPA Joe Cordell and researcher Marlea Parson in Part 1 of this two-part episode as they explore the legendary Jim Morrison and the iconic rock band, The Doors. Discover how The Doors were founded in 1965, signed with Elektra Records in 1966, and released their groundbreaking debut album in 1967 with the hit “Light My Fire.”
Explore the band’s experimental phases, their return to blues in 1971, and the challenges they faced, including Morrison’s arrest in 1969 and his eventual departure in 1971. Dive into the complex estate issues that followed Morrison’s death, from paternity claims to royalty disputes, and the emotional toll on those involved.
This episode sheds light on Morrison’s legacy, The Doors’ enduring influence, and the multi-million-dollar royalty stream that keeps their music alive. Don’t miss Part 2 for even more fascinating insights into this rock ‘n’ roll journey.
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 post Jim Morrison – The Perils of ‘Simple’ Wills – Part 1 – EP. 108 – Life’s Third Act appeared first on Joseph E. Cordell.
Get ready for an in-depth exploration of Michael Crichton’s estate with Attorney-CPA Joe Cordell and researcher Marlea Parson.
Known for creating Jurassic Park, Crichton’s posthumous tale is equally intriguing. Together the pair delve into the complexities of his $175 million fortune after his sudden 2008 demise, involving messy marriages, a son born post-will, and a court clash between Crichton’s daughter and wife in California. The drama includes the $100 million auction of Crichton’s prized art collection.
Join Mr. Cordell and Ms. Parson for a conversation about legal battles, family dynamics, and the aftermath of a literary legend’s legacy.
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 post Michael Crichton: The Omitted Child – Part 1 – EP. 104 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, in a deep dive into the estate planning of the late James Gandolfini.
In this episode, they explore the complexities of the $70 million estate, the hefty tax implications, and the public and media reactions to his will and trust structures. Delve into the controversial aspects, missed opportunities, and the broader questions raised about privacy in high-profile cases.
Gandolfini’s case becomes a global conversation, serving as a cautionary tale for individuals navigating the confusing and complex world of estate planning. Don’t miss this insightful discussion on legacy, impact, and the reevaluation of practices in the world of wealth management.
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 post James Gandolfini: Why Tax Prep Isn’t Just in the Movies – EP. 103 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they continue to unravel the complex and tragic story of Georgian and Walker Patterson Inman III, heirs to the vast Doris Duke fortune in Part 2 of this saga.
In Part 2 they’ll explore what came to be for the twins after their father’s death, including a custody battle between their biological mother and stepmother, years of therapy, misuse of the trust fund money, and more. Mr. Cordell & Ms. Parson will help to explain just why the seemingly richest kids in the world, are actually the poorest.
Don’t miss the final part of this series for an exploration of the intersection of wealth, power, abuse, and more in the lives of Georgian and Walker Patterson Inman III.
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 post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 2 – EP. 102 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the complex and tragic story of Georgia and Walker Patterson Inman III, heirs to the vast Doris Duke fortune.
In this episode, explore the challenges of immense wealth, family dysfunction, and the lasting impact on the twins’ lives. From troubled childhoods to legal battles, financial struggles, and attempts at healing, Mr. Cordell and Ms. Parson provide insightful commentary on the Inman twins’ tumultuous journey.
Don’t miss this multi-part series for a nuanced exploration of the intersection of wealth and profound trauma in the lives of Georgia and Walker Patterson Inman III.
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 post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 1 – EP. 101 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, in a riveting discussion on the life, career, and complex legacy of Sonny Bono. From his humble beginnings in Detroit to his rise as a songwriter and iconic performer alongside Cher, Sonny’s journey unfolds with unexpected twists and turns.
Explore Sonny’s ventures into politics, his successful congressional term, and the tragic skiing accident that abruptly ended his life. Unravel the legal intricacies of his estate, complicated by the absence of a will, contested claims, and ongoing disputes.
Dive into the details of Sonny Bono’s family dynamics, including marriages, divorces, and the unexpected claim of an illegitimate child. Follow the legal battles, including Cher’s recent lawsuit, shedding light on the complexities of estate division and royalty disputes.
In this insightful episode, Joe Cordell and Marlea Parson provide a comprehensive exploration of Sonny Bono’s life and the legal dramas that continue to unfold around his legacy.
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 post Sonny Bono – The Importance of Writing a Will – EP. 100 – Life’s Third Act appeared first on Joseph E. Cordell.
We’re back with part 2 of our exploration of Casey Kasem’s final years.
Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, further discuss the conservatorship battle as Casey’s children sought control over his care, facing obstacles and dramatic events. They tell the story of the nationwide man-hunt for Casey Kasem, detailing how each family member handled this shocking event and divided the family even further apart.
This episode dives into the aftermath of Casey Kasem’s passing, marred by disputes over his burial, accusations of wrongful death, and a police investigation. Two different lawsuits came to light, one from Kasem’s widow and one from his children. Mr. Cordell discusses these, along with the nuances of how estate planning comes into play during this time.
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 post Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 2– EP. 99 – Life’s Third Act appeared first on Joseph E. Cordell.
Explore the story of Casey Kasem’s final years and the ensuing legal battles in this two-part episode with Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson.
Delve into the family dynamics, starting with Casey’s health challenges and the strained relationship that his children had with his second wife, Jean Kasem. Learn about the legal turmoil triggered by Casey’s declining health and Jean’s controversial decisions, leading to a nationwide manhunt for Casey Kasem and a divided family.
Mr. Cordell and Ms. Parson discuss the conservatorship battle as Casey’s children sought control over his care, facing obstacles and dramatic events. They also detail the aftermath of Casey Kasem’s passing, marred by disputes over his burial, accusations of wrongful death, and a police investigation.
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 post Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 1– EP. 98 – Life’s Third Act appeared first on Joseph E. Cordell.
Explore the life of Leona Helmsley, the renowned hotelier, with Attorney-CPA Joe Cordell and researcher Marlea Parson. In this episode, they delve into the details of Leona’s journey in the real estate industry, her legal challenges, and imprisonment.
Together they examine Leona’s management style, leading to her infamous title, and the legal issues, including tax evasion, that impacted her public image. They also discuss the complexities of her Last Will and Testament, featuring notable provisions such as the trust for her dog, Trouble, and the disinheritance of grandchildren.
Join Mr. Cordell and Ms. Parson as they dissect the intricate legacy of Leona Helmsley, offering insights into her life, legal battles, and the enduring impact on her story.
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 post Leona Helmsley & Her Millionaire Dog – EP. 97 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Joe Cordell, Attorney-CPA, and researcher Marlea Parson in discussing the late, great Philip Seymour Hoffman and his views on trusts and inheritance.
Learn about the fascinating life of this acclaimed actor and the unexpected twists in his estate’s distribution. With an estate valued at over $35 million, Hoffman’s legacy was overshadowed by complex legal issues.
Explore the consequences of his decision to leave everything to Marianne O’Donnell, the mother of his children, and the challenges it posed. Despite the significant estate tax implications, he was determined not to create trust funds for his kids. Learn about the legal steps taken to resolve the complexities arising from his outdated will and the birth of his two younger daughters, shedding light on the importance of precise and adaptable estate planning.
Don’t miss this episode as Mr. Cordell and Ms. Parson unravel the captivating story of Philip Seymour Hoffman’s estate and the enduring lessons it provides.
The post Philip Seymour Hoffman: Can a Trust Create Spoiled Children? – EP. 96 – Life’s Third Act appeared first on Joseph E. Cordell.
Dive into the chilling tale of the Menendez Brothers with Attorney-CPA Joe Cordell and researcher Marlea Parson. In 1989, a shocking murder in Beverly Hills captivated the nation. Explore the sordid details of the crime, from an affluent family’s American Dream to a brutal tragedy.
Learn how Lyle and Erik Menendez inherited a vast fortune after their parents’ murder but couldn’t claim it due to legal obstacles. Discover the inner workings of the Menendez estate, filled with lavish spending, debts, and a dark twist in their quest for wealth.
Tune in to uncover the legal complexities surrounding the Menendez case and why their inheritance remained elusive, even with millions at stake. This episode unravels the intricate web of slayer laws and their impact on a family’s tragic legacy. Don’t miss it!
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 post The Menendez Brothers: Their Inheritance, Their Crimes, Their Losses – EP. 95 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and researcher Marlea Parson, explore the story of Princess Diana and her Letter of Wishes in this episode of Life’s Third Act.
Together, the pair discuss the life of one of the world’s most iconic figures, Princess Diana, and how her estate was handled upon her untimely passing. Learn about the role of her Last Will and Testament and the critical “Letter of Wishes” within it, which expressed her personal preferences for the distribution of her estate.
This episode reveals the controversial alterations made to her will, involving her sons, Princes William and Harry, and 17 godchildren. It dives into the complex decisions and the various legal disputes that followed Diana’s passing.
Join Mr. Cordell and Ms. Parson as they untangle the mysteries surrounding Princess Diana’s legacy, revealing lessons in estate planning and the importance of clear, legally binding documents. Don’t miss this thought-provoking discussion on one of history’s most beloved figures and her estate.
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 post Princess Diana and Her Letter of Wishes – EP. 94 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and researcher Marlea Parson for an in-depth look into the life and legacy of Jimi Hendrix. Despite his legendary career, Hendrix left behind a complex legal situation by not having a will.
Discover how intestacy laws placed control of his estate in the hands of his father, Al Hendrix, and the subsequent legal disputes, including contested wills and the management of copyrights and royalties.
From lawsuits in the ’90s to ongoing trademark battles, you’ll learn how Hendrix’s legacy continues to be embroiled in legal issues. Most importantly, you’ll gain insights into estate planning and why having a will is crucial.
Don’t miss this episode, as Mr. Cordell and Ms. Parson unravel the story of Jimi Hendrix’s life, estate, and the enduring lessons it provides.
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 post Jimi Hendrix & The Impact of a Nonexistent Will – EP. 93 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the legacy of Marlon Brando and the complexities surrounding his will. Brando, celebrated as one of America’s greatest actors, left behind a substantial estate upon his passing in 2004.
In this episode, delve into the life of Marlon Brando, marked by marriages, children, and a dedication to social justice. However, it was his end-of-life decisions that fueled legal battles, mental capacity disputes, and a myriad of lawsuits. Learn about Brando’s estate planning, including alterations to his will, allegations of forgery, and the exclusion of family members. Mr. Cordell and Ms. Parson will give an overview of the court battles, settlement negotiations, and ongoing controversies that have shrouded his estate.
This episode offers an exploration of the importance of clear estate planning and the impact it can have on the distribution of wealth and assets. Join us for a thought-provoking discussion on Marlon Brando’s estate and the legacy he left behind.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Marlon Brando: Incapacity & Estate Battles – EP. 92 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they delve into the intriguing story of Howard Hughes and his lack of a will. Hughes, one of the wealthiest and most eccentric industrialists of his time, left behind a colossal estate when he passed away in 1976.
Despite his immense wealth and influence in various industries, Hughes died intestate, setting the stage for a chaotic legal battle. Over 600 claimants emerged, each vying for a piece of his fortune, leading to the production of more than 40 contested wills.
Discover the complex web of litigation, allegations of secret marriages, and the decades-long struggle to settle Hughes’s estate. Learn how, without a proper estate plan, the vast wealth of this industrial magnate ultimately passed to distant relatives, highlighting the importance of thoughtful estate planning.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post The Howard Hughes Estate: A Cautionary Tale – EP. 91 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they explore the story of Joe Robbie and his estate planning decisions. In this episode, the pair delve into the consequences of Robbie’s choices on his family and his legacy.
Despite his achievements, Robbie’s estate plan fell short for a man of his wealth. As the founder of the Miami Dolphins, he had grand intentions for his family to carry on his legacy. However, when faced with illiquid assets like the football team and the stadium, things took an unexpected turn.
Learn how family disputes, an elective share petition, and a looming estate tax bill forced the Joe Robbie stadium and Robbie’s portion of the Miami Dolphins into a fire-sale scenario, leaving the family divided and resentful. This story serves as a stark reminder of the importance of meticulous estate planning, particularly for those with gain substantial assets throughout their lifetime, and the real human impact it can have on legacies.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Estate Planning Gone Wrong: How Joe Robbie Fumbled His Stadium & the Miami Dolphins – EP. 90 – LTA appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell as he explores a crucial aspect of retirement planning that often goes overlooked – preparing for the decline. In this episode, Mr. Cordell delves into an article written by Karen and Stephen Kreider Yoder. In their real-life experience pair were abruptly reminded that retirement won’t always be about carefree living. Their vacation accident in Tunisia served as a stark wake-up call.
In retirement, there are the “go-go” years of adventurous exploration, followed by the “slow-go” years when health issues may start to arise, and finally, the “no-go” years when physical limitations can impact our plans. Mr. Cordell discusses how to approach each stage of retirement realistically and responsibly.
Discover valuable advice on setting priorities, crafting contingency plans, and finding a balance between seizing the moment and preparing for the future. Whether you’re already retired, planning for retirement, or simply curious about navigating life’s unpredictable journey, this episode offers thoughtful perspectives to help you make the most of your retirement years.
Read the article: https://www.wsj.com/articles/retirement-health-money-planning-illness-698b5484
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Adjusting for Retirement: Planning for the Decline – EP. 89 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the story behind Aretha Franklin’s wills. In this episode, they explore the legal journey that began when two handwritten documents were discovered in the iconic singer’s suburban Detroit home. Join Mr. Cordell and Ms. Parson as they dive into the courtroom […]
The post Aretha Franklin & The Handwritten Will – EP. 88 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell returns this week with Life’s Third Act researcher, Marlea Parson, to revisit the ongoing story of the Elvis Presley Estate. Together they rehash its history, take a look at all of the challenges and hands it’s been passed through, and discuss the current situation of this legendary trust, associated with the iconic […]
The post The Elvis Presley Estate: Revisited – EP. 87 – Life’s Third Act appeared first on Joseph E. Cordell.
In this episode, Attorney-CPA Joe Cordell provides practical guidance on the complex issue of family heirlooms in estate planning. Join Mr. Cordell as he explores the process of determining heirs, discussing fair distribution, and integrating these valued possessions into your estate plan. Mr. Cordell will share strategies to prevent conflicts and ensure your family’s history […]
The post Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell is back this week, with a new special guest, Life’s Third Act’s very own researcher, Marlea Parson. Today in their conversation, they dive into an eye-opening topic – the legacy of Heath Ledger and the lessons we can learn from his untimely passing. Join them as they explore the ins and outs […]
The post Estate Planning for Life-Changing Events: Heath Ledger’s Story – EP. 85 – Life’s Third Act appeared first on Joseph E. Cordell.
Special guest Shane O’Mara, Professor of Experimental Brain Research, and Attorney-CPA Joe Cordell are back this week for part 2 of their discussion on the science of walking. Continuing their exploration of Shane’s book, “In Praise of Walking,” they delve even deeper into the remarkable benefits walking offers. In this episode, discover the continued positive […]
The post The Benefits of Walking: A Conversation With Shane O’Mara – Part 2 – EP. 80 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and special guest Shane O’Mara, Professor of Experimental Brain Research at Trinity College Dublin, on this episode of Life’s Third Act. They delve into Mr. O’Mara’s groundbreaking research and his book, “In Praise of Walking,” which explores the science behind walking and its numerous benefits. Discover how walking positively impacts our […]
The post Exploring Aging, Depression, and Cognitive Connections – EP. 79 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and special guest Ben Pearce, President of Senior Living Consulting, are back for part two of their in-depth discussion on life plan communities, also known as continuing care retirement communities (CCRCs). In this episode, they continue their exploration of the advantages, disadvantages, and key considerations when selecting the right life plan community. […]
The post Life Plan Communities: A Conversation With Benjamin Pearce (Continued) – EP. 78 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell is back this week continuing his discussion on life plan communities, also known as continuing care retirement communities (CCRCs), featuring special guest Ben Pearce, published author and President of Senior Living Consulting which provides financial, development, marketing and operations consulting services to the healthcare field. Together Mr. Cordell and Mr. Pearce walk […]
The post Life Plan Communities: A Conversation With Benjamin Pearce – EP. 77 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, are back this week on Life’s Third Act to delve into the world of life plan communities, where all levels of living converge on a single campus. If you’ve ever wondered about the benefits of residing in a life plan community, this episode will answer […]
The post Understanding Life Plan Communities – EP. 76 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts […]
The post Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome to part three of our Exploring Revocable Trusts series. In this episode, Attorney-CPA, Joe Cordell, and TuckerAllen estate planning attorney, Benjamin Zinkel delve into the concept of the trust corpus, demystifying its significance within the realm of estate planning.
In this enlightening discussion, Mr. Cordell and Mr. Zinkel provide insights on effectively defining and managing the trust corpus. Learn about key considerations such as asset transfer, protection, and growth strategies to ensure your trust’s long-term financial stability and success. Join them as they explore the fundamental elements of the trust corpus, which serves as the “body” or foundation of the trust. Discover how the trust corpus represents the property that is transferred into the trust, also known as the trust res. Gain a comprehensive understanding of the critical role the trust corpus plays in forming and validating a trust.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Exploring Revocable Trusts – Episode 3 – The Corpus: Part 1– EP. 73 – Life’s Third Act appeared first on Joseph E. Cordell.
Welcome back to part two of exploring beneficiaries within revocable trusts with Attorney-CPA, Joe Cordell, and TuckerAllen estate planning attorney, Benjamin Zinkel. In this continuation, the pair delve deeper into the complexities of estate planning, further focusing on beneficiaries within the realm of revocable trusts.
Join them as they explore advanced strategies and practical considerations for effectively managing beneficiaries in revocable trusts. Gain invaluable insights on handling disputes that may arise among beneficiaries, navigating the challenges of distributing wealth to multiple children, and ensuring the long-term financial stability of your loved ones. In this episode you will discover the intricacies of perpetual trusts, cascade provisions, and the potential advantages of passing the trust down the family line.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Exploring Revocable Trusts – Episode 2 Part 2: Beneficiaries – EP. 72 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney, Benjamin Zinkel, in part two of exploring revocable trusts. In this enlightening discussion, Mr. Cordell and Mr. Zinkel explore the intricate world of beneficiaries and the crucial aspects surrounding their role in estate planning. Discover the step-by-step process of how a trustee and beneficiary take over, gain insights into the transfer of authority and understand what actions you can take if a trustee misbehaves or fails to honor your wishes, explore the various ways to leave money for your beneficiaries and learn about effective strategies for distributing wealth among multiple children, and more.
The episode delves into the complexities of supplemental needs trusts, providing invaluable information on how to ensure financial security for children with special needs while preserving their eligibility for government benefits. Mr. Cordell and Mr. Zinkel also address disputes between beneficiaries regarding the distribution of funds, offering practical guidance on resolving conflicts and finding equitable solutions. Furthermore, they explore the fascinating concept of cascade provisions, also known as perpetuity, and its implications for passing the trust down the family line. Gain a deeper understanding of multi-generational wealth management and the potential long-term benefits it can provide.
The post Exploring the Elements of a Revocable Trust – Part 2A: Beneficiaries – EP. 71 – Life’s Third Act appeared first on Joseph E. Cordell.
Join Attorney-CPA Joe Cordell as he delves into the world of estate planning and explores the benefits of a revocable trust. In this episode, “The Elements of a Revocable Trust,” Mr. Cordell will discuss the importance of a trust as a receptacle for all your assets and how it can help you plan for your future.
Mr. Cordell will explain the various moving parts of a revocable trust, from selecting a settlor to choosing a trustee with the right characteristics and reporting requirements. He also discusses the role of a trust protector and the process of selecting a successor trustee. Throughout the episode, Mr. Cordell stresses the importance of a strong relationship with your estate planning lawyer and the benefits of a revocable trust in planning for life’s third act.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Exploring the Elements of a Revocable Trust – Part 1 – EP. 70 – Life’s Third Act appeared first on Joseph E. Cordell.
Join us for the final piece of our three-part series in which Attorney-CPA Joe Cordell is discussing staying in the home that you are in for life. In part two, Mr. Cordell focused on the feasibility of your home and finances. In this episode, he’s tying it all together by discussing what will be the underlying legal framework to fund everything that has been touched on in this series.
Having the correct legal documents in place to stay in your home is one of the most important factors in reaching your goal. Putting your wishes put into legal documentation allows you to stay in control, no matter the outside influences. Mr. Cordell gives an overview of the importance of having a Durable Power of Attorney. He also touches on the in’s and out’s of a revocable trust.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Making Your House a Home for Life – Part 3 – EP. 68 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell is back this week bringing you part two of our three-part series focusing on staying in the home that you are in for life! Last week, Mr. Cordell gave an overview of how your long-term healthcare may look if you want to stay in your home, this week he is covering if your particular home is suitable for carrying you through until the end.
If you want to maximize the odds of staying in your home, it is important to think about the feasibility of the house itself. Proximity to regular destinations, the layout of the home, and accessibility to delivery and transportation services make all the difference. Mr. Cordell discusses and breaks down all of the different areas of financial feasibility, as well. What will your budget look like? Will you need to allocate extra funds for care? Are you prepared for the cost of living increases? Staying in your home for life may sound daunting, so we want to help you thoroughly prepare for this goal.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Making Your House a Home for Life – Part 2 – EP. 67 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell is bringing you a three-part series in which he focuses on staying in the home that you are in for life. Retirement facilities aren’t for everyone, which is why Mr. Cordell is examining what exactly it takes to reach the goal of forever staying in the place you call home.
In this series, Mr. Cordell will be discussing how to clarify what your goal is when it comes to staying in your home. Part 1 covers everything you need to know about the concern of developing potential health issues and how to cover all of your bases if you would like to remain in your home instead of a facility. He helps to define the difference between medical and custodial care, determine what kind of care you may potentially need, and the different care options you may encounter if you want to stay in your home.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Making Your House a Home for Life – Part 1 – EP. 66 – Life’s Third Act appeared first on Joseph E. Cordell.
On today’s episode of Life’s Third Act, Attorney-CPA Joe Cordell is doing a deep dive on a recent article published in the Wall Street Journal titled, “The Biggest Mistakes People Make With Their Wills” written by Cheryl Winokur Munk.
Mr. Cordell talks through the article breaking down and further detailing how these mistakes can affect your estate plan. He touches on topics such as forgetting digital assets, how mismatching beneficiaries can affect your planning, the importance of regularly updating your will, and more. With 60% of Americans not having an estate plan, according to the article’s author, Mr. Cordell discusses how crucial it is to get a proper will and trust in place to protect your assets and the future of your loved ones.
You can read the Wall Street Journal article here – https://www.wsj.com/articles/biggest-mistakes-wills-2d13dc44
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Major Mistakes That You May Be Making During Estate Planning – EP. 65 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post Lisa Marie Presley: The Importance of Will Validity – EP. 64 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post The Basics of Asset Protection – An Introduction – EP. 62 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post SECURE Act 2.0 – What’s New for Retirement Assets? – EP. 61 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post Lessons to be Learned from Anne Heche – EP. 59 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post Aging Gracefully: It’s Time to Embrace Your Golden Years – EP. 59 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post Living Life as a Queen – EP. 58 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post What is a Durable Power of Attorney? – EP. 57 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post Managing Your Wealth: Insights on Financial Planning – EP. 56 – Life’s Third Act appeared first on Joseph E. Cordell.
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.
The post New Year’s Intentions – EP. 55 – Life’s Third Act appeared first on Joseph E. Cordell.
It’s no secret that senior citizens are one of the most targeted groups for scams, identity theft, and fraud. Don O’Brien, an investigator with the Better Business Bureau, joins Attorney-CPA Joe Cordell and co-host Jill Enders this week to discuss the top senior scams of 2022 and what to watch out for in the new year.
The National Council on Aging says up to five million older Americans are abused yearly, and the annual loss by victims of financial abuse is estimated to be at least $36.5 billion. Mr. O’Brien elaborates on the most common scams that were seen in 2022, how seniors can better educate themselves, and what family, friends, or caregivers can do to help protect seniors from fraud. Falling victim to a scam not only leads to financial loss, but also negative physical and mental implications. It’s time to go into the new year aware of these fraudsters and their schemes so that you don’t fall victim.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Senior Scam Statistics of 2022: Is Elder Scam on the Rise in the New Year? –EP. 54– Life’s Third Act appeared first on Joseph E. Cordell.
A difficult question that is on the mind of many parents who have an estate plan in place is, “How can I prevent my child(ren) from wasting their inheritance?” TuckerAllen estate planning attorney, Nina Windsor, is joining Attorney-CPA Joe Cordell and co-host Jill Enders this week to answer this very question.
When thinking of the future of your assets, your concern may come from your child’s reckless overspending, or your worries could be rooted in your child’s history of substance abuse or destructive relationships. Ms. Windsor details the best way to approach this situation when it comes to your estate plan. She explains how often she encounters this issue, what is considered an “irresponsible” adult child, and the types of trusts you can set up to protect your child from themselves.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Protecting Your Assets From Your Spendthrift Children – EP. 53 – Life’s Third Act appeared first on Joseph E. Cordell.
2023 is almost upon us, do you have your resolutions set yet? Tune in this week as TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the need for an estate plan in the new year.
Ms. Windsor touches upon the topics of what getting an estate plan set up looks like, why estate plans are often procrastinated, and what kinds of planning you can have listed in your plan. She also explains multiple terms including, “funding the estate” and “pour-over will” along with discussing when you need to update your estate plan once it’s set in place.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post New Year, New Estate Plan – EP. 52 – Life’s Third Act appeared first on Joseph E. Cordell.
Chris Klesh, travel coach and president of Lifetime Leisure Experiences, sits down with Attorney-CPA Joe Cordell and co-host Jill Enders to discuss how he became a master of traveling in luxury for pennies on the dollar.
Since 2002, he’s guided hundreds of families around the world to travel in luxury on a budget. Mr. Klesh tells us how his passion for travel led him to become a travel coach and ultimately launch Lifetime Leisure Experiences, answers questions surrounding safety tips for travel, remarks on the three best ways to cut travel costs right now, and more.
If you are interested in learning more, contact Chris Klesh directly at 561-386-2986 or schedule an appointment with him at www.coachchrisspeaks.com and mention the podcast to receive a free phone consultation.
Reach out to lifetimeleisure@bellsouth.net and mention the podcast for a free e-book containing 99 travel tips.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post The Secret to Making the Most Out of Traveling During Retirement – EP. 51 – Life’s Third Act appeared first on Joseph E. Cordell.
This week on Life’s Third Act, Susan Pellegrino joins Attorney-CPA Joe Cordell and co-host Jill Enders to discuss the one resolution we all set, getting fit in the New Year.
Ms. Pellegrino dives into what it’s like being an aerobics instructor and how she helps seniors get fit. She touches on why it’s important to make your health a top priority as you get older, what benefits aerobics provides the body, and how to realistically set a goal to better yourself in the New Year.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post Feeling Fit in the New Year – EP. 50 – Life’s Third Act appeared first on Joseph E. Cordell.
TuckerAllen estate planning attorney, Nina Windsor, joins Attorney-CPA Joe Cordell and co-host Jill Enders to explore the topic of how to estate plan for adult children with special needs.
All parents have certain considerations when crafting their estate plans. However, estate planning becomes even more complex and important when mental illness or disability impairs their child’s ability to care for themselves. Ms. Windsor discusses special needs trusts, who oversees the trust, and the difference between guardianship vs. conservatorship. She also takes a deep dive into the MO Able program which helps to provide financial independence and empowerment for individuals with disabilities.
If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
The post What to Consider When Estate Planning for Special Needs Children – EP. 49 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders sit down this week to discuss the rising rate of older adults, typically from long-lasting marriages, getting divorced, coined the Grey Divorce. Mr. Cordell discusses his experiences with the phenomenon of the Grey Divorce. He touches on topics such as typical reasons for divorce among senior clients, how […]
The post The Grey Divorce: What is it and Why Should it Matter? – EP. 48 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders welcome TuckerAllen estate planning attorney, Nina Windsor, back to this week’s episode of Life’s Third Act. Together the group finishes up their discussion on how a divorce could potentially impact your estate plan. Topics focused on are making changes to your plan in the midst of a divorce, […]
The post How Divorce Could Impact Your Estate Plan – Part 2 – EP. 47 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Bill and Nancy Thomas, owners of Bill Thomas Camper Sales, along with Bill and Nancy’s daughter, Billi Jo Eubank. Together the group discusses the background of Bill Thomas Camper Sales, why Bill and Nancy chose an Airstream for their retirement travels, and how RV ownership […]
The post Retirement and the Open Road – EP. 46 – Life’s Third Act appeared first on Joseph E. Cordell.
TuckerAllen estate planning attorney, Nina Windsor, returns to this week’s episode of Life’s Third Act. Attorney-CPA Joe Cordell sits down with Ms. Windsor to discuss how a divorce could potentially impact your estate plan. Often, estate plans are forgotten about in the event of a divorce and are not addressed until some time later. It’s […]
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Jill Enders welcomes David A. Smith back to the show. The author and longtime senior living expert, who co-founded Gatesworth Communities in St. Louis joins our hosts to take a deep dive into his book, “It’s About Time!” Growing up Mr. Smith knew he always wanted to do something “heroic” with his life. In this […]
The post Laying the Groundwork for the Senior Living Industry – EP. 44 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney, Nina Windsor, to discuss including pets in an estate plan. Ms. Windsor discusses the difference between Pet Custodians and Pet Trusts, explains the steps for helping a client who wants to include a pet in their trust, and talks about how […]
The post Estate Planning for Your Pets – EP. 43 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Tom Buchholz, owner of Buchholz Mortuaries in St. Louis. Mr. Buchholz discusses the benefits of a pre-paid funeral plan, average funeral costs, and the Buchholz Planning Checklist. He also touches on the world of mortuaries, from the most unusual request he’s had in his career […]
The post What Are Prepaid Funeral Plans and How Do They Work? – EP. 42 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Albers continue their discussion regarding the value of planning ahead by putting together a comprehensive estate plan. Many individuals take a piecemeal approach to estate planning and that tends to provide less control and can leave you and your loved ones more vulnerable compared to putting together a comprehensive […]
The post Why Plan? The Benefits of a Comprehensive Estate Plan: Part II – EP. 41 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more. Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there […]
The post Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once. Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the […]
The post How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act appeared first on Joseph E. Cordell.
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, […]
The post Tips for Transitioning to a Retirement Community: Part II – EP. 38 – Life’s Third Act appeared first on Joseph E. Cordell.
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, […]
The post Estate Planning Mistakes: Part III – EP. 37 – Life’s Third Act appeared first on Joseph E. Cordell.
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 […]
The post Estate Planning Mistakes: Part II – EP. 36 – Life’s Third Act appeared first on Joseph E. Cordell.
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 […]
The post Estate Planning Mistakes: Part I – EP. 35 – Life’s Third Act appeared first on Joseph E. Cordell.
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 […]
The post Tips for Transitioning to a Retirement Community – EP. 34 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gail Zugerman, host of the podcast Growing Old With Gusto. Ms. Zugerman discusses how her career in marketing served as a springboard for her senior-focused podcast, her tips for changing your attitude as you age, misconceptions about growing old, main concerns seniors have about aging, […]
The post Embracing the Golden Years – EP. 33 – Life’s Third Act appeared first on Joseph E. Cordell.
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by George Jerjian, a mindset mentor, author, and speaker to discuss the importance of heading into your retirement years with a positive mindset and outlook. Mr. Jerjian discusses how he was given six months to live at age 52 and how that was a turning point […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of The Senior Learning Institute to discuss reasons not to sell a home as-is and the value of investing in a home warranty. Mr. Gottlieb discusses his background, why it is unwise to sell a home as-is […]
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Attorney-CPA Joe Cordell and co-host Jill Enders discuss the importance of having a disaster recovery plan in place in the event of a sudden emergency. Many people do a great job of planning for a gradual loss of health, but often overlooked is having a plan for an unexpected catastrophic event that leaves you incapacitated […]
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Jill Enders is joined by TuckerAllen estate planning attorney Nina Windsor to discuss estate planning for blended families. Ms. Windsor discusses the challenges of estate planning for blended families, the importance of updating estate plans after marriage or divorce, whether you should have a joint trust with your spouse or individual revocable trusts, the importance […]
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Jill Enders is joined by Richard Mark, Chairman and President of Ameren Illinois, to discuss his career and recent decision to retire. Mr. Mark, who has had a distinguished 20-year career in the energy sector and 45 years of business and civic leadership, recently announced his intention to retire on Aug. 1, 2022. He discusses […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brenton Dearing, Certified Financial Planner and Founder and President of Wealth Ambassadors, to discuss retiring in 2022 in the midst of an unstable economy. Mr. Dearing discusses the Federal Reserve’s recent decision to raise interest rates by three-quarters of a point, whether he thinks we […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Nina Windsor to discuss how to respond when forced to deal with a trustee who fails to fulfill their fiduciary duties. Ms. Windsor reviews the differences between an Agent under Power of Attorney and a trustee who is acting while someone […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Brett Stehl, Certified Financial Planner and St. Louis-based Institutional Consultant for Goelzer Investment Management of Indianapolis, and Don Hutchinson, Managing Director of Institutional Advisory Services at Goelzer Investment Management. They talk about financial planning in an economy hit by inflation. Mr. Stehl and Mr. Hutchinson […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Daryl Tegtmeier, owner of Epoch Family Wealth, to discuss financial planning for clients of family-owned businesses. Mr. Tegtmeier discusses his background and the history of Epoch Family Wealth, how his father inspired him to pursue this specific type of financial planning, the steps to creating […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, Investigations Manager with the Better Business Bureau, to review common warm weather scams to avoid during the spring and summer season. Mr. O’Brien discusses landscaping scams, scams related to storm chasing, tips for avoiding warm weather scams, how family members can help protect […]
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Jill Enders is joined by Joyce Graham, the 2022 winner of the Ms. Senior Missouri America Pageant, and Susan Pellegrino, the Ms. Senior Missouri American Pageant producer and runner-up contestant in the 2014 contest. Ms. Graham discusses what led her to enter the pageant, the support she received from friends and family, the crowning moment, […]
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Jill Enders is joined by Phil Ruben, Development Manager for the Jewish Community Center, to discuss the 42nd annual St. Louis Senior Olympics. The St. Louis Senior Olympics 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 […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Suzanne Schindler, a Washington University neurologist to discuss the ongoing fight against Alzheimer’s Disease. Ms. Schindler discusses what led to her interest in Alzheimer’s research, her medical school thesis, the latest research using fluid biomarkers to predict if and when cognitively normal individuals will […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Cheryl J. Wilson, author, speaker, and long-term care expert with Advocacy For Seniors. Ms. Wilson discusses how she started getting involved in senior advocacy and long-term care, the Long-Term Care Ombudsman Program, some of the biggest challenges associated with long-term care, how she works with […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Dr. Blanche Touhill, former Chancellor of the University of Missouri-St. Louis to discuss her career and retirement. Dr. Touhill retired in 2002 and was named Chancellor Emeritus. Ms. Touhill discusses her career, including her experience as the first woman to be hired at Queens College […]
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Podcast host Jill Enders is joined by Carolyn Schlueter, the reigning Ms. Senior Missouri, and Susan Pellegrino, Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. Ms. Schlueter discusses her reign as Ms. Senior Missouri and the opportunities she’s received because of it, what she will miss most […]
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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about the most essential things to know about revocable trusts. Ms. Windsor discusses how to take inventory of assets; the differences between a will, revocable trust, and irrevocable trust; the factors that determine which of the three is a good […]
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Attorney-CPA Joe Cordell and co-host Jill Enders chat with TuckerAllen estate planning attorney Nina Windsor about key points of estate planning to consider when planning for life’s final chapter. Ms. Windsor discusses how to take inventory of your assets; the differences between a will, revocable trust, and irrevocable trust and how she determines which of […]
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Attorney-CPA Joe Cordell and co-host Jill Enders discuss recent events that have impacted the global economy and how they relate to your day-to-day life. They dive into the conflict between Russia and Ukraine and its impact on the worldwide economy, inflationary trends and potential ways to counter them, the detrimental impact globalization has had on […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jessica Ramesch, editor of International Living Panama. Ms. Ramesch has been living the international life for as long as she can remember having called the U.S., Indiana, and Panama home by the age of 15 and has since traveled to more than 25 countries. Ms. […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Winton Churchill, contributor for International Living and author of “The ‘New’ Retirement: The Rise of the Gig Economy and How You Can Profit From It.” Mr. Churchill discusses the advantages those older than 50 have in quickly turning their skills and experience into a global […]
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Jill Enders is joined by Susan Pellegrino, choreographer, and performer for STL Flash Mob. Ms. Pellegrino is also the Ms. Missouri Senior America Pageant Producer and runner-up contestant in the 2014 Ms. Senior Missouri Pageant. Ms. Pellegrino joins the program to explain what a flash mob is, how she got involved with STL Flash Mob, […]
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Attorney-CPA Joe Cordell is joined by Laura McCoy, Director of Community Outreach for Home Instead Senior Care, to discuss her company’s efforts to provide care for individuals from the comfort of their own home. Ms. McCoy discusses how her company got its start, the services offered, Alzheimer’s and dementia services provided, what to expect in […]
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Jill Enders is joined by TuckerAllen estate planning attorneys Missy Shands-Manning and Nina Windsor to discuss the tragic case of former Zappo’s CEO Tony Hsieh, who recently died without leaving a will or trust for his estate. The group gives their reactions to this case and discuss whether Mr. Hsieh should have sought a conservatorship […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Suzan Haskins and her husband Dan Prescher, who are both senior editors for Internationalliving.com and authors of “The International Living Guide to Retiring Overseas on a Budget and Live Richer, Spend Less: International Living’s Ultimate Guide to Retiring Overseas.” Ms. Haskins and Mr. Prescher discuss […]
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Attorney-CPA Joe Cordell discusses the impact inflation has recently had on the United States economy and where things could potentially go from here. Mr. Cordell explains many of the dilemmas individuals are facing due to the rising cost of living caused by inflation. He discusses the factors that have led to inflation in the economy, […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Roger Maddox, co-founder of Staying In Place In Home Senior Care to discuss ways to help seniors stay in their homes with the best qualify of life for as long as possible. Mr. Maddox discusses the background of Staying In Place including his inspiration for […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Gretchen Kingma, general manager for Truehold, a real estate and home services company that caters to seniors with its sale-leaseback program, to discuss how to use your home’s equity to benefit retirement. Ms. Kingma discusses the background and growth of Truehold and how the program […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ashley Krietner, activities director for Twin Oaks Senior Living, to discuss the best ways to keep seniors physically active. Ms. Krietner discusses her background, her family’s history with Twin Oaks and why she decided to go into the family business, the types of activities she […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year. Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands Manning to discuss the latest developments in the story concerning the will of Scholastic CEO Richard Robinson. Mr. Robinson recently unexpectedly left his family out of his will. Ms. Manning discusses the legal implications of this decision, legal tactics […]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, investigator with the Better Business Bureau, to discuss the best ways for seniors to protect themselves from scams. Mr. O’Brien discusses how to become familiar with common scams targeting older adults, the criminal nature of telemarketing and email fraud, how to encourage seniors […]
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