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    Long-Term Care Insurance Program Bill Passed in Washington State

    Long-Term Care Insurance Program Bill Passed in Washington State

    As you get older, how you pay for your living expenses, as well as any care you may require, becomes more of a pressing issue. If you are a senior without a plan in place, you may react like many

    eldercaredev April 25, 2019July 9, 2020 Medicaid Planning Read more

    Assuring Your Children’s Future Security Can Start Right Away

    elderly couple smiling while using a tablet

    Giving to those we love can be a joyful experience, and that is especially true for most parents. Some people’s warmest memories probably include giving presents to their young children and sharing in the resulting happy reactions. As you and

    eldercaredev March 19, 2019July 9, 2020 Estate Planning Read more

    Virginia Man Leaves Nursing Home for Holiday Inn, Due to Costs

    Virginia Man Leaves Nursing Home for Holiday Inn, Due to Costs

    When you are planning for your future, you need to understand the financial aspects of every decision that you make. You need to know how much your plans and the care you will require will cost. You also need to

    eldercaredev February 27, 2019July 9, 2020 Medicaid Planning Read more

    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

    Understanding Aging Services [episode 24]

    ElderTalk podcast Tune In

    David Sykora and Anneliese Stover, of the St. Louis Area Agency on Aging highlight the importance of aging services, the benefits of eldercare professionals and how the caregiving program covers the city of St. Louis.

    eldercaredev July 24, 2017 Podcasts Read more

    A Comprehensive Senior Plan [episode 18]

    ElderTalk podcast Tune In

    Planning so that you are financially secure and your long-term care is taken care after 60 is crucial and often more challenging than planning for earlier life stages. Attorney-CPA Joe Cordell discusses the steps needed for a good plan.

    eldercaredev June 10, 2017 Podcasts Read more

    Planning For Life After Age 60 [episode 16]

    ElderTalk podcast Tune In

    Attorney-CPA Joe Cordell details the important components needed to help plan for a secure and enjoyable life after age 60.

    eldercaredev May 27, 2017 Podcasts Read more

    How To Keep Smiling After Age 60 [episode 10]

    ElderTalk podcast Tune In

    Author, humorist and motivational speaker Judy Schreur explains the secrets to remaining happy after age 60.

    eldercaredev April 15, 2017 Podcasts Read more

    Elder Care Q & A [episode 9]

    ElderTalk podcast Tune In

    Attorney-CPA Joe Cordell answers questions from listeners about real-life challenges related to the aging process.

    eldercaredev April 1, 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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    ElderTalk with TuckerAllen
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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
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