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    Avoid Being a Victim of Elder Investment Fraud

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    If you have worked and saved for many years, you probably have fun thinking about how to enjoy your hard-earned resources when you retire. Maybe you dream of a vacation home, exotic travel destinations, or having more time for a

    eldercaredev May 30, 2018July 9, 2020 Asset Protection Read more

    The Importance of Having an Estate Plan

    elder couple sitting on the grass smiling at each other

    Sometimes, effective reminders are necessary to motivate the vital, but procrastinated decisions essential for planning for the future, and the month of May provides a number of good reminders, particularly for senior adults. May is National Stroke Awareness month. According

    eldercaredev May 16, 2018July 9, 2020 Asset Protection, Elder Law, Estate Planning Read more

    4 Asset Protection Strategies

    a man holding an umbrella over a piggy bank representing money protection

    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. While there are situations that

    eldercaredev May 23, 2016July 9, 2020 Asset Protection Read more

    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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    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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