Elder Talk

Join Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, as they continue to unravel the complex and tragic story of Georgian and Walker Patterson Inman III, heirs to the vast Doris Duke fortune in Part 2 of this saga. In Part 2 they'll explore what came to be for the twins after their […] The post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 2 – EP. 102 – Life's Third Act appeared first on Joseph E. Cordell.

Join Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, as they unravel the complex and tragic story of Georgia and Walker Patterson Inman III, heirs to the vast Doris Duke fortune. In this episode, explore the challenges of immense wealth, family dysfunction, and the lasting impact on the twins' lives. From troubled childhoods […] The post Walker & Georgia Inman – The Heirs to the Doris Duke Fortune: Part 1 – EP. 101 – Life's Third Act appeared first on Joseph E. Cordell.

Join Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, in a riveting discussion on the life, career, and complex legacy of Sonny Bono. From his humble beginnings in Detroit to his rise as a songwriter and iconic performer alongside Cher, Sonny's journey unfolds with unexpected twists and turns. Explore Sonny's ventures into politics, […] The post Sonny Bono – The Importance of Writing a Will – EP. 100 – Life's Third Act appeared first on Joseph E. Cordell.

We're back with part 2 of our exploration of Casey Kasem's final years. Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, further discuss the conservatorship battle as Casey's children sought control over his care, facing obstacles and dramatic events. They tell the story of the nationwide man-hunt for Casey Kasem, detailing how each […] The post Casey Kasem – A Will That Didn't Make the American Top 40 – Part 2– EP. 99 – Life's Third Act appeared first on Joseph E. Cordell.

Explore the story of Casey Kasem's final years and the ensuing legal battles in this two-part episode with Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson. Delve into the family dynamics, starting with Casey's health challenges and the strained relationship that his children had with his second wife, Jean Kasem. Learn about the […] The post Casey Kasem – A Will That Didn't Make the American Top 40 – Part 1– EP. 98 – Life's Third Act appeared first on Joseph E. Cordell.

Explore the life of Leona Helmsley, the renowned hotelier, with Attorney-CPA Joe Cordell and researcher Marlea Parson. In this episode, they delve into the details of Leona's journey in the real estate industry, her legal challenges, and imprisonment. Together they examine Leona's management style, leading to her infamous title, and the legal issues, including tax […] The post Leona Helmsley & Her Millionaire Dog – EP. 97 – Life's Third Act appeared first on Joseph E. Cordell.

Join Joe Cordell, Attorney-CPA, and researcher Marlea Parson in discussing the late, great Philip Seymour Hoffman and his views on trusts and inheritance. Learn about the fascinating life of this acclaimed actor and the unexpected twists in his estate's distribution. With an estate valued at over $35 million, Hoffman's legacy was overshadowed by complex legal […] The post Philip Seymour Hoffman: Can a Trust Create Spoiled Children? – EP. 96 – Life's Third Act appeared first on Joseph E. Cordell.

Dive into the chilling tale of the Menendez Brothers with Attorney-CPA Joe Cordell and researcher Marlea Parson. In 1989, a shocking murder in Beverly Hills captivated the nation. Explore the sordid details of the crime, from an affluent family's American Dream to a brutal tragedy. Learn how Lyle and Erik Menendez inherited a vast fortune […] The post The Menendez Brothers: Their Inheritance, Their Crimes, Their Losses – EP. 95 – Life's Third Act appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and researcher Marlea Parson, explore the story of Princess Diana and her Letter of Wishes in this episode of Life's Third Act. Together, the pair discuss the life of one of the world's most iconic figures, Princess Diana, and how her estate was handled upon her untimely passing. Learn about the role […] The post Princess Diana and Her Letter of Wishes – EP. 94 – Life's Third Act appeared first on Joseph E. Cordell.

Join Attorney-CPA Joe Cordell and researcher Marlea Parson for an in-depth look into the life and legacy of Jimi Hendrix. Despite his legendary career, Hendrix left behind a complex legal situation by not having a will. Discover how intestacy laws placed control of his estate in the hands of his father, Al Hendrix, and the […] The post Jimi Hendrix & The Impact of a Nonexistent Will – EP. 93 – Life's Third Act appeared first on Joseph E. Cordell.

Join us for the gripping conclusion of our two-part series on Life's Third Act. In Part 2, we continue the captivating journey into the life and posthumous events of baseball legend Ted Williams. As we left off, the controversy surrounding Ted Williams's final wishes took center stage, with cryonic preservation prevailing over cremation. Discover the […] The post Ted Williams: Ensuring Specificity In Your Will – Part 2 – EP. 107 – Life's Third Act appeared first on Joseph E. Cordell.

Join us on Life's Third Act as host Joe Cordell, Attorney/CPA, and researcher Marlea Parson explore the remarkable life and the perplexing posthumous events of baseball legend Ted Williams in this two-part series. Part 1 delves into Ted Williams's extraordinary baseball career, his Hall of Fame induction, and his service in World War II and […] The post Ted Williams: Ensuring Specificity In Your Will – Part 1 – EP. 106 – Life's Third Act appeared first on Joseph E. Cordell.

Prepare for another deep dive into the intricacies of Michael Crichton's estate with Attorney-CPA Joe Cordell and researcher Marlea Parson. Renowned for his creation of Jurassic Park, Crichton's posthumous narrative continues to captivate. Together, the duo will delve further into the complexities of his $175 million fortune following his unexpected passing in 2008. This saga […] The post Michael Crichton: The Omitted Child – Part 2 – EP. 105 – Life's Third Act appeared first on Joseph E. Cordell.

Join Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, in a deep dive into the estate planning of the late James Gandolfini. In this episode, they explore the complexities of the $70 million estate, the hefty tax implications, and the public and media reactions to his will and trust structures. Delve into the […] The post James Gandolfini: Why Tax Prep Isn't Just in the Movies – EP. 103 – Life's Third Act appeared first on Joseph E. Cordell.

Join Attorney-CPA Joe Cordell and Life's Third Act researcher, Marlea Parson, as they unravel the story behind Aretha Franklin's wills. In this episode, they explore the legal journey that began when two handwritten documents were discovered in the iconic singer's suburban Detroit home. Join Mr. Cordell and Ms. Parson as they dive into the courtroom […] The post Aretha Franklin & The Handwritten Will – EP. 88 – Life's Third Act appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell returns this week with Life's Third Act researcher, Marlea Parson, to revisit the ongoing story of the Elvis Presley Estate. Together they rehash its history, take a look at all of the challenges and hands it's been passed through, and discuss the current situation of this legendary trust, associated with the iconic […] The post The Elvis Presley Estate: Revisited – EP. 87 – Life's Third Act appeared first on Joseph E. Cordell.

In this episode, Attorney-CPA Joe Cordell provides practical guidance on the complex issue of family heirlooms in estate planning. Join Mr. Cordell as he explores the process of determining heirs, discussing fair distribution, and integrating these valued possessions into your estate plan. Mr. Cordell will share strategies to prevent conflicts and ensure your family's history […] The post Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life's Third Act appeared first on Joseph E. Cordell.

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

Join us this week on Life's Third Act as Attorney-CPA, Joe Cordell, gives us a full breakdown of one of the most essential pieces of your estate plan, trusts. A trust allows you to be very specific about how, when, and to whom your assets are distributed. You may be asking, “Do I need a trust?” […] The post Trusts: An Essential Piece of Your Estate Plan – EP. 63 – Life's Third Act appeared first on Joseph E. Cordell.

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 […] The post How to Responsibly Leave an Inheritance – EP. 39 – Life's Third Act appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author and longtime senior living expert who co-founded Gatesworth Communities in St. Louis. Mr. Smith discusses the financial benefits of living in a senior community, how to use equity from your home to generate income, empowering seniors, senior loneliness, trends in leasing, […] The post Tips for Transitioning to a Retirement Community: Part II – EP. 38 – Life's Third Act appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, President and CEO of St. Andrew's Resources for Seniors System.  Ms. Ryan has been with St. Andrew's for 37 years, serving as President and CEO for 30 years. She is nationally known for her expertise and innovation in senior housing and services. […] The post Notable Retirees/Seniors: The Next Chapter [Episode 231] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Sharon and Jeff Balleau, owners of Transitions For Senior Living, to discuss how families can find senior living facilities for their loved ones.  The Balleaus give an overview of their company and discuss how their own situation motivated them to start Transitions For Senior Living, […] The post Finding Senior Living Facilities for Your Loved Ones [Episode 230] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by James Conole, Certified Financial Planner and founder of Root Financial Partners in San Diego. He's also the host of the “Ready for Retirement” podcast.  Mr. Conole chats with the hosts about creating a sound portfolio to help plan for a successful retirement. He discusses his […] The post Planning for a Successful Retirement [Episode 229] appeared first on Joseph E. Cordell.

Jill Enders is joined by Ken Roberts, Army veteran and entertainer, to discuss his love of music and providing entertainment for the senior community.  Mr. Roberts currently performs at independent and assisted living facilities as well as church gatherings, fairs, fundraisers, class reunions, birthday parties, anniversary parties, and wedding receptions. He talks about his lifelong […] The post Musical Entertainment in Senior Communities [Episode 228] appeared first on Joseph E. Cordell.

In this installment of ElderTalk, Attorney-CPA Joe Cordell and co-host Jill Enders sit down with CEO and Executive Director of Twin Oaks Senior Living Tim Blattel to talk about the ins and outs of overseeing a family owned and operated business. Mr. Blattel dives into the history of Twin Oaks, the facility's business model, opening […] The post Foundations of a Retirement Community [Episode 227] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Jennifer Coverdale, senior fitness expert with Chesterfield Family YMCA to discuss tips for staying healthy and fit through the holiday season.  Ms. Coverdale talks about ways to avoid falling off the workout wagon, ways to hold yourself accountable, how she helps her clients stay on […] The post Staying Fit During the Holidays [Episode 226] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of the Senior Learning Institute for the conclusion of a two-part discussion about navigating your golden years so you get the most out of retirement.  Mr. Gottlieb discusses his recommendations when it comes to finding a retirement […] The post Tips for Navigating Your Golden Years – Part 2 [Episode 225] appeared first on Joseph E. Cordell.

Jill Enders is joined by Jo Fountain, fitness expert with the Jewish Community Center, to discuss the health benefits of exercise for seniors.  As people age, fitness routines often go by the wayside, but Ms. Fountain emphasizes the importance of continuing to exercise, regardless of age, to maintain an enjoyable quality of life. Ms. Fountain […] The post The Best Exercises for Seniors [Episode 224] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, founder and Wealth Manager of Vine Wealth Management, to discuss strategies to help protect your retirement savings from inflation.  Mr. Wray discusses the threat of inflation on a retirement plan, concerns about inflation he's heard from clients, steps to take to protect your […] The post How to Protect Your Nest Egg From Inflation [Episode 223] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb, certified senior advisor, realtor, and founder of the Senior Learning Institute who offers tips on how to best navigate your golden years of retirement.  Mr. Gottlieb discusses some of the upcoming seminars the Senior Learning Institute will be offering, which will cover such […] The post Tips for Navigating Your Golden Years [Episode 222] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Janet Blaser, author of “Why We Left: An Anthology of American Women Expats.” Ms. Blazer is 65 and retired, living in Mazatlán, Mexico. She left California at age 50 to live in Mexico. She joins the show to discuss international retirement and what someone needs […] The post What You Should Know About Retiring Abroad [Episode 221] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the ongoing controversy regarding the conservatorship of former pop star Britney Spears.  In this second part of a two-part discussion, the panel reacts to recent developments on the case, including reactions to Spears' father stepping down, how […] The post The Britney Spears Conservatorship Battle Part II [Episode 220] appeared first on Joseph E. Cordell.

Jill Enders is joined by 106-year-old Virginia Leitner, reigning Ms. Senior Missouri Carolyn Schlueter, and Ms. Missouri Senior America Pageant Producer Susan Pellegrino for a wide-ranging discussion on the secrets to longevity.  Each member of the panel talks about their background, major historical events they've lived through, their experience in the Ms. Senior Missouri and […] The post Notable Retirees/Seniors: What's Age Got to Do With It? [Episode 219] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by David A. Smith, author of “It's About Time!” Mr. Smith is also a longtime senior living expert who co-founded and continues to manage the Gatesworth Communities in St. Louis, Mo.  Mr. Smith joins the program to discuss the transition that seniors make as they move […] The post Making the Move to a Senior Living Community [Episode 218] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by John Gallia, CFP of Gallia Wealth Management Group, to discuss common obstacles to overcome when planning for retirement.  Mr. Gallia discusses the future of Social Security and Medicare, how to avoid short-sighted savings, how to overcome career setbacks, the best ways to pay down debt […] The post Tackling Retirement Planning [Episode 217] appeared first on Joseph E. Cordell.

Jill Enders is joined by Dr. Jay Bhattacharya to discuss some of the controversy surrounding the COVID-19 pandemic. Dr. Bhattacharya is a Professor of Medicine at Stanford University and one of the authors of the Great Barrington Declaration. He is also a research associate at the National Bureau of Economics Research.  Dr. Bhattacharya reviews the […] The post Sorting Through Pandemic Controversy [Episode 216] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the recent news regarding the estate of Scholastic CEO Richard Robinson, who unexpectedly left his family out of his will.  Mr. Gau gives his reactions, discusses the legal options available to the Robinson family, explains the legal […] The post Scholastic CEO Richard Robinson Leaves Family Out of Will [Episode 215] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders visit with Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird about how to prepare for retirement in the final five years of your career.  The final five years before retirement might seem inconsequential, but they are arguably the most important as many of the decisions […] The post Preparing for the Last Five Years Before Retirement [Episode 214] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Jim Gau to discuss the conservatorship case of pop star Britney Spears and how it relates to estate planning.  Mr. Gau discusses the purpose of a conservatorship, the controversy surrounding the way the conservatorship has been used in the Spears case, […] The post The Britney Spears Conservatorship Battle [Episode 213] appeared first on Joseph E. Cordell.

Jill Enders is joined by reigning Ms. Senior Missouri Carolyn Schlueter. Ms. Schlueter discusses her inspiration for entering the Ms. Senior Missouri competition, her history competing in pageants, how her life has changed since being named Ms. Senior Missouri, her future plans, and more.  For more information about the Ms. Missouri Senior America Pageant, visit: https://www.msmissourisenior.org/. The post Ms. Senior Missouri [Episode 212] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined again by Phil Ruben, Development Manager for the Jewish Community Center, to continue their discussion about the return of the St. Louis Senior Olympics.  The St. Louis Senior Olympics, which is sponsored by TuckerAllen, is a Masters-style athletic competition that promotes the health and wellness of […] The post The Return of St. Louis Senior Olympics – Part II [Episode 211] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell discusses a range of topics concerning inflation and its broader impact on global economics. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.  Click: https://tuckerallen.com/ Call: 314-335-1100 The post Inflation and its Impact on Global Economics [Episode 210] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Mary Alice Ryan, who is the President/CEO of St. Andrew's Resources for Senior System.  Ms. Ryan is nationally known for her expertise in senior housing and services. She is a past Chair of the Board of Directors of Leading Age, a charitable organization focused on […] The post Summerville of St. Andrews – a New Adult Living Community in Eureka, Mo. [Episode 209] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau to discuss how to put together an estate plan for your children.  Mr. Gau explains what to keep in mind concerning estate planning depending on your child's unique situation such as what steps need to be taken for a child with […] The post Estate Planning for Your Kids [Episode 208] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ann Laiben, CEO of Premiere Home Health, a veteran-owned Medicare certified skilled home health company.  Ms. Laiben discusses how the COVID-19 pandemic has impacted her company and home health in general. She explains lessons learned from the pandemic in terms of providing services to clients, […] The post How the Pandemic Has Impacted Home Health [Episode 207] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Louis Wray, Founder and Wealth Manager of Vine Wealth Management. The trio takes a look at what the pandemic has taught us about financial planning and what everyone should expect for the future of the economy. Mr. Way provides his insight on hot topics such […] The post 2021 Financial Planning Outlook [Episode 206] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the conclusion of a two-part series covering the most important things to know about Medicaid as it pertains to estate planning and elder care.  In Part II, Mr. Gau covers the process for preparing for long-term care, how an irrevocable […] The post What You Should Know About Medicaid – Part II [Episode 205] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the first of a two-part series discussing the most essential things you need to know about Medicaid as it relates to estate planning and elder care.  In Part I, Mr. Gau reviews the rules of Medicaid, including how the affluent […] The post What You Should Know About Medicaid – Part I [Episode 204] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner.  Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a […] The post Doing Your Homework When Choosing a Financial Planner [Episode 203] appeared first on Joseph E. Cordell.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb – certified senior advisor, realtor, and founder of The Senior Living Institute. Mr. Gottlieb discusses the ways seniors can simplify their lives by decluttering.  Mr. Gottlieb explains the services and resources available through The Senior Learning Institute, tips for seniors who decide to […] The post How Seniors Can Make Their Lives Easier by Decluttering and Organizing [Episode 202] appeared first on Joseph E. Cordell.