À PROPOS DE CE PODCAST 🔗
Welcome to Life’s Third Act, hosted by attorney and CPA Joe Cordell. We explore the fascinating lessons learned from celebrity estates, uncovering insights into estate planning, wealth management, and family dynamics. Through the triumphs and pitfalls of high-profile legacies, we delve into the stories that shape lasting legacies and inspire smarter planning for the future.
Fréquence de mise à jour:
weekly
Durée audio moyenne:
39 minutes
A des sponsors
Anglais
États-Unis
245 épisodes
depuis 4 janvier 2022
episodic
DERNIER ÉPISODE 🔗
Dolly Parton did planning for her estate, but conflict still arose after her passing. This episode explains the latest filing and what it teaches about intent and communication.
Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning con…
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ÉPISODES PRÉCÉDENTS 🔗
For this special installment of Life’s Third Act, attorney and CPA Joe Cordell welcomes Arizona probate attorney Tom Asimo to discuss the legal response behind a complex elder protection case. This conversation concludes our three part series on the Rhonda Lynn Orr case and elder financial ab…
Attorney and CPA Joe Cordell walks through how a 92 year old woman’s life savings became the target in a family exploitation fight. In the second part of our three part series, Joe details the real life story behind our protection planning discussion. Mildred Callahan, a 92 year old retiree i…
Many parents assume their children will step in to protect them as they age. Attorney and CPA Joe Cordell explains why that assumption can leave you vulnerable, and what to plan instead.
In this episode of Life’s Third Act, Joe lays out a practical message we call balance of life planning. A…
You can write a prenup that says anything. Getting a court to enforce it is the whole game. In the second part of our two part crossover with the No Judgement Podcast, estate planning attorney John Sauter and senior litigation partner Wil Halaz pick up where they left off and walk through what actu…
When divorce and estate planning collide, most people only think about the breakup, not the paperwork. In this crossover episode with the No Judgement Podcast, estate planning attorney John Sauter and litigation partner Wil Halaz sit down to tackle the intersection of family law and estate planning…
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…
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, w…
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…
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…
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