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    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

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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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