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    Understanding the Rising Costs of Long-Term Care

    Understanding the Rising Costs of Long-Term Care

    The uncertainty of the future can be a scary thing. As you get older, your body and your finances change, affecting every facet of your life and creating the need to make sure that you have a plan in place, should anything unforeseen occur.

    Read more
    Understanding Trusts

    Understanding Trusts

    When you create a trust, you are creating an asset. You are utilizing resources, in order to protect the financial interests of yourself or your designated loved ones. Depending on the type of trust, you can find yourself shaping your estate and your future.

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    4 Asset Protection Strategies

    4 Asset Protection Strategies

    Asset protection can certainly be complicated and confusing, especially for those with larger estates. However, there are straightforward steps that can be taken to protect property against potential future creditors, lawsuits and other unforeseen circumstances.

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    Planning Retirement With Deferred Gratification [Episode 131]

    Planning Retirement With Deferred Gratification [Episode 131]

    Attorney-CPA Joe Cordell and co-host Jill Albers break down the fundamental elements to planning for retirement. They highlight the importance of making responsible financial choices throughout your life, in order to create the assets necessary for a comfortable retirement. They

    eldercaredev January 4, 2020June 30, 2020 Podcasts Read more

    Understanding Electronic Wills [Episode 130]

    Understanding Electronic Wills [Episode 130]

    Attorney-CPA Joe Cordell and co-host Jill Albers discuss the innovations and intricacies involved in electronic wills. They currently exist in the state of Florida, and given the prevalence of esignatures, this digital innovation adds convenience to the state planning process.

    eldercaredev December 28, 2019July 9, 2020 Podcasts Read more

    Receiving Skilled Care at Home [Episode 129]

    Receiving Skilled Care at Home [Episode 129]

    Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Layden and Laura Adams of Premiere Home Health in St. Charles, Mo., to discuss the at-home alternative of entering in skilled care facility for treatment, their backgrounds, and their

    eldercaredev December 21, 2019July 9, 2020 Podcasts Read more

    The Importance of Medicaid Planning

    The Importance of Medicaid Planning

    When planning for your future, it is vital that you think about your health and possible outcomes that put your health at risk. While you may be healthy now, that quickly can change in the future, and you need to

    eldercaredev December 16, 2019July 9, 2020 Medicaid Planning Read more

    The Changes in Saving for Retirement [Episode 128]

    The Changes in Saving for Retirement [Episode 128]

    Attorney-CPA Joe Cordell and co-host Jill Albers discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that

    eldercaredev December 14, 2019 Podcasts Read more

    Appreciating the Functions of a Trust [Episode 127]

    Appreciating the Functions of a Trust [Episode 127]

    Attorney-CPA Joe Cordell and co-host Jill Albers navigate the ins and outs of trusts. They talk about the different perspectives that exist among clients who feel that a more detailed estate plan would be “controlling from the grave” versus clients

    eldercaredev December 7, 2019 Podcasts Read more

    Take Steps Now to Avoid Probate Troubles

    Take Steps Now to Avoid Probate Troubles

    Abraham Lincoln once said, “You cannot escape the responsibility of tomorrow by evading it today.” So, are you surprised to learn that our 16th president—who also was an accomplished lawyer–died without a will? Lincoln is just one of many famous

    eldercaredev December 3, 2019July 9, 2020 Elder Law Read more

    Contemplating Aging in Place [Episode 126]

    Contemplating Aging in Place [Episode 126]

    Attorney-CPA Joe Cordell and co-host Jill Albers focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal

    eldercaredev November 30, 2019July 9, 2020 Estate Planning Read more

    Power of Attorney Gives Agency With Expedience, Reflecting Your Wishes

    Power of Attorney Gives Agency With Expedience, Reflecting Your Wishes

    No one wants to think about a future, where they are unable to make decisions for themselves. No one wants to think about other people watching them incompetent and unable to decide for yourself how to proceed with your care,

    eldercaredev November 25, 2019July 20, 2020 Power of Attorney Read more

    Navigating Family Dynamics in Estate Planning [Episode 125]

    Navigating Family Dynamics in Estate Planning [Episode 125]

    Attorney-CPA Joe Cordell and co-host Jill Albers discuss the legal ramifications of having estate planning documents in place. Joe describes the role of the attorney and how they go about creating a comprehensive estate plan that reflects the wishes of

    eldercaredev November 23, 2019 Podcasts Read more
    • « Previous

    Recent Posts

    • Planning Retirement With Deferred Gratification [Episode 131]

      Planning Retirement With Deferred Gratification [Episode 131]

      January 4, 2020
      Attorney-CPA Joe Cordell and co-host Jill Albers break down the fundamental elements to planning for …Read more
    • Understanding Electronic Wills [Episode 130]

      Understanding Electronic Wills [Episode 130]

      December 28, 2019
      Attorney-CPA Joe Cordell and co-host Jill Albers discuss the innovations and intricacies involved in electronic …Read more
    • Receiving Skilled Care at Home [Episode 129]

      Receiving Skilled Care at Home [Episode 129]

      December 21, 2019
      Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Layden and Laura Adams …Read more

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    ElderTalk with TuckerAllen
    ElderTalk with TuckerAllen
    ElderTalk podcast offers smart strategies for seniors and an open forum for older adults with important questions about their future.

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    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
    by TuckerAllen

    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 cult.

    Mr. Cordell uses the story to illustrate the importance of responsible estate planning. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

    The post How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act appeared first on Joseph E. Cordell.

    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
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    Notable Retirees/Seniors: The Next Chapter [Episode 231]
    December 28, 2021
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    Finding Senior Living Facilities for Your Loved Ones [Episode 230]
    December 22, 2021
    TuckerAllen
    Planning for a Successful Retirement [Episode 229]
    December 14, 2021
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    Musical Entertainment in Senior Communities [Episode 228]
    December 8, 2021
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    Foundations of a Retirement Community [Episode 227]
    November 27, 2021
    TuckerAllen
    Staying Fit During the Holidays [Episode 226]
    November 20, 2021
    TuckerAllen
    Tips for Navigating Your Golden Years – Part 2 [Episode 225]
    November 13, 2021
    TuckerAllen
    The Best Exercises for Seniors [Episode 224]
    November 6, 2021
    TuckerAllen
    How to Protect Your Nest Egg From Inflation [Episode 223]
    October 30, 2021
    TuckerAllen
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