Life's Third Act

Education EN ↓ 229 episodes

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.

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Life's Third Act

Episodes

Keeping Seniors Active With Twin Oaks Senior Living – Life’s Third Act 24.01.2022 43:28

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ashley Krietner, activities director for Twin Oaks Senior Living, to discuss the best ways to keep seniors physically active.  Ms. Krietner discusses her background, her family’s history with Twin Oaks and why she decided to go into the family business, the types of activities she plans for residents, how she motivates residents w...

Estate Planning in the New Year – Life’s Third Act 18.01.2022 47:19

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands-Manning to discuss how to tackle estate planning in the new year. Ms. Manning discusses the increase in people seeking estate planning services at the beginning of the year, whether there is a sense of urgency with clients brought on by the ongoing pandemic, important documents and info...

Scholastic CEO Leaves Family Out of Will – Part 2 – Life’s Third Act 10.01.2022 50:55

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen estate planning attorney Missy Shands Manning to discuss the latest developments in the story concerning the will of Scholastic CEO Richard Robinson. Mr. Robinson recently unexpectedly left his family out of his will. Ms. Manning discusses the legal implications of this decision, legal tactics that could be used to challeng...

Staying Scam Free in the New Year and Beyond – Life’s Third Act 04.01.2022 47:32

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Don O’Brien, investigator with the Better Business Bureau, to discuss the best ways for seniors to protect themselves from scams. Mr. O’Brien discusses how to become familiar with common scams targeting older adults, the criminal nature of telemarketing and email fraud, how to encourage seniors to avoid suspicious phone calls and messa...