Episodes

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 through the advantages and disadvantages of CCRCs, provide valuable insights on selecting the rig...

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 all your questions. Discover how priority access to higher levels of care can provide peace of mind for individuals and their families, ensuring a smooth transition...

Whether you’re planning your legacy or making arrangements for the future, selecting a trustee who can effectively manage your assets and carry out your wishes is paramount. In this episode of Life’s Third Act, Attorney-CPA Joe Cordell is joined by TuckerAllen estate planning attorney, Benjamin Zinkel, to dive into the crucial topic of choosing the right trustee for your estate. Join Mr. Cordell and Mr. Zinkel as they explore the essential factors to consider when selecting a trustee. They’ll d...

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 like IRAs and 401(k)s. By naming your trust as the beneficiary of life insurance policies, you can exercise greater co...

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 t...

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 di...

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...

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 d...

Welcome to another episode of Life’s Third Act with Attorney-CPA Joe Cordell. In this episode, Mr. Cordell will be discussing a topic that everyone should pay attention to: the top 10 reasons why estate planning matters. Estate planning is essential for everyone, regardless of their age or wealth. In this episode, Mr. Cordell breaks down the top 10 reasons why estate planning is crucial for protecting your assets and securing your legacy. From avoiding probate and minimizing taxes to providing ...

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 reachi...

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. Proximit...

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 potentia...

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 up...

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 surfac...

Join us this week on Life’s Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed. You may be asking, “Do I need a trust?” Mr. Cordell is here to answer that question and more. He touches on areas such as, what exactly a trust is, how it ebbs and flows down your family tree, and the differences between revocable and irrevoca...

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...

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...

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 law...

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 ...

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 invol...

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 ...

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’...

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 som...

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 billio...