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    Planning Retirement With Deferred Gratification [Episode 131]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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 Changes in Saving for Retirement [Episode 128]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    Navigating Family Dynamics in Estate Planning [Episode 125]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    Managing Your Finances Responsibly As You Get Older [Episode 124]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Jill Albers are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken of R.W. Baird, to talk about the money issues that seniors and their families often face when it comes to retirement and long-term

    eldercaredev November 16, 2019July 9, 2020 Podcasts Read more

    Financing In-Home and Long-Term Care Needs [Episode 123]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Jill Albers discuss the financial aspect of planning for in-home and long-term care, on this episode of ElderTalk with Joe Cordell. They highlight a survey by Genworth Financial regarding the cost of care, and Joe

    eldercaredev November 9, 2019July 9, 2020 Podcasts Read more

    Learning More About Rehabilitative Care [Episode 122]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Warren and Mark Dwyer, of the Rehabilitation Institute of St. Louis. They talk about the challenges that seniors face when injured, as well as their journey regaining their health

    eldercaredev November 4, 2019 Podcasts Read more

    Exploring the Estate Planning Issues of Ernie Banks [Episode 121]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell is joined by Jill Enders of KTRS and online editor and “roving reporter” Dan Pearce break down all of the intrigue surrounding the estate of former Chicago Cubs player Ernie Banks. They break down the case, as

    eldercaredev October 26, 2019 Podcasts Read more
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    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
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