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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.

    Read more
    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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    Medicaid Can Assist Your Long-Term Needs

    Medicaid Can Assist Your Long-Term Needs

    As millions of America’s Baby Boomers transition into their older years, many are understandably concerned about their future living arrangements and long-term health care. Such worries may be especially troubling if your personal financial situation and estate plans are not

    eldercaredev December 3, 2018July 9, 2020 Medicaid Planning Read more

    Snapshot Dates and Timelines When Applying for Medicaid [Episode 77]

    Snapshot Dates and Timelines When Applying for Medicaid [Episode 77]

    Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the ins and outs of Medicaid on this episode of ElderTalk with Joe Cordell. They break down the necessary steps in planning as we age. Susan talks about how emergencies can incite

    eldercaredev December 1, 2018 Podcasts Read more

    Navigating Veteran Benefits

    Navigating Veteran Benefits

    America’s military veterans always deserve our thanks and respect, but this year they earned even more attention than usual. On November 11, the world celebrated the 100th anniversary of the end of World War I. In 1938, Congress passed a

    eldercaredev November 15, 2018July 9, 2020 Veterans' Assistance Read more

    Protecting a Spouse’s Assets When Planning for Long-Term Care [Episode 76]

    Protecting a Spouse’s Assets When Planning for Long-Term Care [Episode 76]

    Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk with Joe Cordell to discuss the financial planning necessary for long-term care and how to preemptively prevent problems from occurring when you get older. Attorney-CPA Joe

    eldercaredev November 12, 2018 Podcasts Read more

    Having Papers in Place [Episode 75]

    Having Papers in Place [Episode 75]

    Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the necessity of having documents in place, in order to feel secure with your future plans. Joe talks about the unpredictable emergencies that can come up in life and how having health

    eldercaredev November 3, 2018 Podcasts Read more

    Navigating Dementia and Alzheimer’s Living Options [Episode 74]

    Navigating Dementia and Alzheimer’s Living Options [Episode 74]

    Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by April Haskins and Ann Warren of the Villages of St. Peters Memory Care to discuss dementia, Alzheimer’s, and memory loss and how the treatment of the symptoms is a focus

    eldercaredev October 27, 2018 Podcasts Read more

    Qualify for Long-Term Care Veterans Benefits

    Qualify for Long-Term Care Veterans Benefits

    The Department of Veterans Affairs (VA) has finalized new rules that make it more difficult to qualify for long-term care benefits. The rules establish an asset limit, a look-back period, and asset transfer penalties for claimants applying for VA pension

    eldercaredev October 22, 2018July 9, 2020 Veterans' Assistance Read more

    Learning More About Reverse Mortgages [Episode 73]

    Learning More About Reverse Mortgages [Episode 73]

    Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist returns to Elder Talk with Joe Cordell to discuss how reverse mortgages can help seniors meet their financial needs. Attorney-CPA Joe Cordell and co-host Susan Arthur ask him

    eldercaredev October 13, 2018July 9, 2020 Podcasts Read more

    Investing in the Planning Process [Episode 72]

    Investing in the Planning Process [Episode 72]

    Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the forms and paperwork that often can be involved in the long-term planning process. As the years go by, it is important to have a plan in place, and Joe talks

    eldercaredev October 6, 2018 Podcasts Read more

    Understanding Your Medicare Options

    Understanding Your Medicare Options

    In the 1960s, a number of members of the Baby Boomers generation said they wanted to change the world. Years later, they are. According to data from the Pew Research Group, approximately 10,000 Americans reach the age of 65 every

    eldercaredev October 2, 2018July 9, 2020 Medicaid Planning 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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    Life’s Third Act
    Life’s Third Act

    Welcome to Life’s Third Act, hosted by attorney and CPA Joe Cordell. We explore the fascinating lessons learned from celebrity estates, uncovering insights into estate planning, wealth management, and family dynamics. Through the triumphs and pitfalls of high-profile legacies, we delve into the stories that shape lasting legacies and inspire smarter planning for the future.

    From Vaudeville to Victim: An Icon Swindled By His Own Stepson – Part 1 – Ep 134
    byLife's Third Act

    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.

    https://www.youtube.com/@tuckerallen3006?sub_confirmation=1

    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

    From Vaudeville to Victim: An Icon Swindled By His Own Stepson – Part 1 – Ep 134
    From Vaudeville to Victim: An Icon Swindled By His Own Stepson – Part 1 – Ep 134
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    In The Thicke of It All? How Alan Thicke’s Death Landed His Family In Court – Part 1 – Ep 132
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    Ted Williams: Ensuring Specificity In Your Will – Part 2 – EP. 107 – Life’s Third Act
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    Ted Williams: Ensuring Specificity In Your Will – Part 1 – EP. 106 – Life’s Third Act
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    James Gandolfini: Why Tax Prep Isn’t Just in the Movies – EP. 103 – Life’s Third Act
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    Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 2 – EP. 102 – Life’s Third Act
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    Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 1 – EP. 101 – Life’s Third Act
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    Sonny Bono – The Importance of Writing a Will – EP. 100 – Life’s Third Act
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    Casey Kasem – A Will That Didn’t Make the American Top 40 – Part 2– EP. 99 – Life’s Third Act
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    Recent Posts

    • Planning Retirement With Deferred Gratification [Episode 131]

      Planning Retirement With Deferred Gratification [Episode 131]

      January 4, 2020
    • Understanding Electronic Wills [Episode 130]

      Understanding Electronic Wills [Episode 130]

      December 28, 2019
    • Receiving Skilled Care at Home [Episode 129]

      Receiving Skilled Care at Home [Episode 129]

      December 21, 2019
    • The Importance of Medicaid Planning

      The Importance of Medicaid Planning

      December 16, 2019
    • The Changes in Saving for Retirement [Episode 128]

      The Changes in Saving for Retirement [Episode 128]

      December 14, 2019

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