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    Learning About Elder Orphans [Episode 83]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur discusses the challenges that come up when you are an elder orphan, and Susan explains that an elder orphan is an aging adult who does not have adult children close by or at

    eldercaredev January 29, 2019 Podcasts Read more

    Selecting Senior Housing and Care [Episode 78]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Jeannie Krause Taylor MSW, LCSW, C-ASWCM, senior care manager, president for Pathway for Aging and a 20-year professional in social work. She also is the present of the Board of

    eldercaredev December 8, 2018 Podcasts Read more

    Financial Planning for Elderly Housing and Long-Term Care [Episode 67]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    Mark Werner, owner of Cornerstone Advisors and certified financial planning professional returns to ElderTalk with Joe Cordell to discuss financial planning, as it pertains to housing for the elderly. Attorney-CPA Joe Cordell and co-host Susan Arthur join Mark in the

    eldercaredev September 1, 2018July 9, 2020 Podcasts Read more

    Providing Services for the Elderly [Episode 55]

    ElderTalk podcast Tune In

    Susan Shaefers, manager of the St. Louis Older Residence program, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the role that the program plays in the lives of elderly St. Louis residents.

    eldercaredev May 12, 2018 Podcasts Read more

    Advice On Aging In Place [episode 7]

    ElderTalk podcast Tune In

    Mike Roberts, former meteorologist and Director of Client Services at Home Care Assistance of St. Louis, explains how by taking proactive measures a person can remain in their home and community even as they age.

    eldercaredev March 18, 2017 Podcasts 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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    Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act
    by TuckerAllen

    Attorney-CPA Joe Cordell and TuckerAllen estate planning attorney Benjamin Zinkel are back with episode 4 of our series on Exploring Revocable Trusts. Together they explore the integration of life insurance and tax-deferred assets with the trust corpus. They emphasize the benefits of designating your trust as the beneficiary for life insurance policies and tax-deferred accounts like IRAs and 401(k)s.

    By naming your trust as the beneficiary of life insurance policies, you can exercise greater control, protection, and flexibility over the proceeds. This approach aligns your life insurance planning with your overall estate plan, providing enhanced distribution options. Furthermore, they delve into the strategic advantages of utilizing a trust as the beneficiary of tax-deferred assets, offering tax efficiency, asset protection, and a seamless transfer of these assets to intended beneficiaries. Throughout the discussion, Mr. Cordell and Mr. Zinkel highlight the significance of effectively managing and preserving the trust corpus. They provide advanced strategies for optimizing the growth and protection of trust assets, ensuring their long-term financial stability and success.

    The post Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act appeared first on Joseph E. Cordell.

    Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act
    Exploring Revocable Trusts – Episode 4 – The Corpus: Part 2– EP. 74 – Life’s Third Act
    June 1, 2023
    TuckerAllen
    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
    September 27, 2022
    TuckerAllen
    Notable Retirees/Seniors: The Next Chapter [Episode 231]
    December 28, 2021
    TuckerAllen
    Finding Senior Living Facilities for Your Loved Ones [Episode 230]
    December 22, 2021
    TuckerAllen
    Planning for a Successful Retirement [Episode 229]
    December 14, 2021
    TuckerAllen
    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
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    Tips for Navigating Your Golden Years – Part 2 [Episode 225]
    November 13, 2021
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    The Best Exercises for Seniors [Episode 224]
    November 6, 2021
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