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Estate planning is usually framed as a matter of what happens after you’re gone. But as attorney and CPA Joe Cordell explains, a trust may matter most for the years you’re still here. In this episode of Life’s Third Act, Joe breaks down the difference between a will and a trust, why the family you’re planning for may not look like the one your parents planned for, and the one risk almost nobody plans for that is far more likely than an early death.
Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!
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In the final part of our three part series on Bob Weir, we look at how the Grateful Dead’s rhythm guitarist turned a lifetime of chaos into one of rock’s most disciplined financial legacies. Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedul…
Bob Weir’s business acumen, specifically his management of song publishing rights, is the secret engine behind his enduring financial legacy. In this episode, we break down how the Grateful Dead moved beyond traditional touring revenue to build a powerhouse of intellectual property ownership.…
When your child turns 18, the law treats them as an adult. That means you lose the automatic right to make decisions for them, even if you are paying for college. Cordell & Cordell Senior Estate Planning Attorney John Sauter explains why parents overlook this moment, and the three documents tha…
A real life example can teach you more than a hundred hypotheticals. In this episode, Joe shares the story of a friend’s brother, a 75-year-old retired physician who spent his life saving carefully, built an estate worth roughly $3 million, and never put a single piece of planning in place. T…
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