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    Estate Planning Mistakes to Avoid [Episode 111]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur identify some of the missteps that people make in their estate planning and highlight methods of avoiding these mistakes. They talk about the legal side of facing disasters when traveling with loved ones

    eldercaredev August 3, 2019 Podcasts Read more

    Avoid Common Missteps in Your Estate Plans [Episode 108]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur dive into some of the more common mistakes that people make when estate planning. They talk about the hazards surrounding losing track of where your will is or not updating it. Joe and

    eldercaredev July 13, 2019 Podcasts Read more

    The Hazards of Forms in Estate Planning [Episode 107]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur caution the hazards surrounding forms on this episode of ElderTalk with Joe Cordell. They discuss the importance of planning for your future, and not just after you die, as well as the consequences

    eldercaredev July 6, 2019 Podcasts Read more

    Preventing Family Feuds [Episode 105]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate. Joe

    eldercaredev June 22, 2019 Podcasts Read more

    Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 95]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial

    eldercaredev April 13, 2019 Podcasts Read more

    Making Balanced Financial and Estate Planning Decisions Part 1 [Episode 94]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company, as they detail the difficulties that elders face as they get

    eldercaredev April 8, 2019 Podcasts Read more

    Protecting Your Assets in a Litigious World [Episode 93]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur highlight how to protect your assets in a litigious world on this episode of ElderTalk with Joe Cordell. Joe discusses how corporations or other types of entities have methods of protection, in order

    eldercaredev March 30, 2019 Podcasts Read more

    Building Your Team for Planning Your Future [Episode 91]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur break down the role of an elder law attorney, on this week’s episode of ElderTalk with Joe Cordell. They highlight the uncertainty that the future includes and how having a plan in place,

    eldercaredev March 16, 2019 Podcasts Read more

    Highlighting Celebrity Estate Planning Issues Part 2 [Episode 89]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on estate planning issues that arise for celebrities. They discuss musician Ray Charles and the issues surrounding the trusts that he established for his children, as well as the amount

    eldercaredev February 24, 2019 Podcasts Read more

    Highlighting Celebrity Estate Planning Issues [Episode 88]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur dive into estate planning through the lens of celebrities and use them to highlight the ways that you can put a plan in place, in order to take care of those that you

    eldercaredev February 20, 2019 Podcasts 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.

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