Life’s Third Act
Life’s Third Act
TuckerAllen
Attorney, CPA, Author, Speaker
Marlon Brando: Incapacity & Estate Battles – EP. 92 – Life’s Third Act
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they unravel the legacy of Marlon Brando and the complexities surrounding his will. Brando, celebrated as one of America’s greatest actors, left behind a substantial estate upon his passing in 2004. In this episode, delve into the life of Marlon Brando, marked by marriages, children, and a dedication to social justice. However, it was his end-of-life decisions that fueled legal battles, mental capacity disputes, and a myriad of lawsuits. Learn about Brando’s estate planning, including alterations to his will, allegations of forgery, and the exclusion of family members. Mr. Cordell and Ms. Parson will give an overview of the court battles, settlement negotiations, and ongoing controversies that have shrouded his estate. This episode offers an exploration of the importance of clear estate planning and the impact it can have on the distribution of wealth and assets. Join us for a thought-provoking discussion on Marlon Brando’s estate and the legacy he left behind. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Oct 12, 2023
54 min
The Howard Hughes Estate: A Cautionary Tale – EP. 91 – Life’s Third Act
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they delve into the intriguing story of Howard Hughes and his lack of a will. Hughes, one of the wealthiest and most eccentric industrialists of his time, left behind a colossal estate when he passed away in 1976. Despite his immense wealth and influence in various industries, Hughes died intestate, setting the stage for a chaotic legal battle. Over 600 claimants emerged, each vying for a piece of his fortune, leading to the production of more than 40 contested wills. Discover the complex web of litigation, allegations of secret marriages, and the decades-long struggle to settle Hughes’s estate. Learn how, without a proper estate plan, the vast wealth of this industrial magnate ultimately passed to distant relatives, highlighting the importance of thoughtful estate planning. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Oct 3, 2023
58 min
Estate Planning Gone Wrong: How Joe Robbie Fumbled His Stadium & the Miami Dolphins – EP. 90 – LTA
Join Attorney-CPA Joe Cordell and Life’s Third Act researcher, Marlea Parson, as they explore the story of Joe Robbie and his estate planning decisions. In this episode, the pair delve into the consequences of Robbie’s choices on his family and his legacy. Despite his achievements, Robbie’s estate plan fell short for a man of his wealth. As the founder of the Miami Dolphins, he had grand intentions for his family to carry on his legacy. However, when faced with illiquid assets like the football team and the stadium, things took an unexpected turn. Learn how family disputes, an elective share petition, and a looming estate tax bill forced the Joe Robbie stadium and Robbie’s portion of the Miami Dolphins into a fire-sale scenario, leaving the family divided and resentful. This story serves as a stark reminder of the importance of meticulous estate planning, particularly for those with gain substantial assets throughout their lifetime, and the real human impact it can have on legacies. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Sep 25, 2023
41 min
Adjusting for Retirement: Planning for the Decline – EP. 89 – Life’s Third Act
Join Attorney-CPA Joe Cordell as he explores a crucial aspect of retirement planning that often goes overlooked – preparing for the decline. In this episode, Mr. Cordell delves into an article written by Karen and Stephen Kreider Yoder. In their real-life experience pair were abruptly reminded that retirement won’t always be about carefree living. Their vacation accident in Tunisia served as a stark wake-up call. In retirement, there are the “go-go” years of adventurous exploration, followed by the “slow-go” years when health issues may start to arise, and finally, the “no-go” years when physical limitations can impact our plans. Mr. Cordell discusses how to approach each stage of retirement realistically and responsibly. Discover valuable advice on setting priorities, crafting contingency plans, and finding a balance between seizing the moment and preparing for the future. Whether you’re already retired, planning for retirement, or simply curious about navigating life’s unpredictable journey, this episode offers thoughtful perspectives to help you make the most of your retirement years. Read the article: https://www.wsj.com/articles/retirement-health-money-planning-illness-698b5484 If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Sep 15, 2023
28 min
Aretha Franklin & The Handwritten Will – EP. 88 – Life’s Third Act
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 drama that pitted Aretha Franklin’s sons against each other, with her estate hanging in the balance. They will cover the differences between the 2010 will, found in a cabinet, and the 2014 note tucked beneath a couch cushion, along with the legal battle that ensued. The pair will also be discussing the importance of having a witnessed and notarized will, why there is such a big difference between writing your own will and having a lawyer write it, and how this will help your estate avoid probate after passing. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Sep 7, 2023
35 min
The Elvis Presley Estate: Revisited – EP. 87 – Life’s Third Act
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 King of Rock ‘n’ Roll. Passing through the hands of Priscilla Presley, to her daughter Lisa Marie Presley, and finally ending on its current sole trustee, Riley Keough, the Elvis Presley Estate has seen more ups and downs than most estate plans. Join Mr. Cordell and Ms. Parson as they dig into the journey of the Elvis Presley Estate from its beginnings to the legal battles it faced. Discover the individuals involved and the strategies employed to protect Elvis Presley’s enduring legacy. Whether you’re an Elvis fan, curious about estate matters, or interested in the inner workings of iconic trusts, this episode offers a fascinating look at the Elvis Presley Estate. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Sep 1, 2023
43 min
Who Gets The Family Heirlooms? – Inheritance, Estate Planning & Preservation – EP86–Life’s Third Act
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 is preserved through these treasured items. He offers clear insights into the legal considerations and options available to facilitate the smooth transfer of heirlooms. Whether you’re starting your estate plan or seeking to enhance an existing one, this episode offers practical advice to help you navigate the intricate process of safeguarding your family’s legacy. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Aug 25, 2023
40 min
Estate Planning for Life-Changing Events: Heath Ledger’s Story – EP. 85 – Life’s Third Act
Attorney-CPA Joe Cordell is back this week, with a new special guest, Life’s Third Act’s very own researcher, Marlea Parson. Today in their conversation, they dive into an eye-opening topic – the legacy of Heath Ledger and the lessons we can learn from his untimely passing. Join them as they explore the ins and outs of Heath Ledger’s estate plan, uncovering the unforeseen consequences that arose due to overlooking a critical life-changing event: the birth of his daughter. Through this in-depth case study, they emphasize the importance of estate planning and continual updates to your estate plan in the face of significant life milestones. Discover why staying proactive and adapting your estate plan to evolving circumstances can make all the difference for your loved ones. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Aug 18, 2023
37 min
The Benefits of Walking: A Conversation With Shane O’Mara – Part 2 – EP. 80 – Life’s Third Act
Special guest Shane O’Mara, Professor of Experimental Brain Research, and Attorney-CPA Joe Cordell are back this week for part 2 of their discussion on the science of walking. Continuing their exploration of Shane’s book, “In Praise of Walking,” they delve even deeper into the remarkable benefits walking offers. In this episode, discover the continued positive impact of walking on our muscles, posture, and overall physical health. Shane uncovers further insights on how walking protects and repairs organs while potentially slowing down the aging process of our brains. Moreover, they explore the profound effects walking has on our cognitive function, creativity, mood, and stress reduction. Don’t miss part 2 of their conversation on the transformative power of walking. Gain a deeper understanding of why walking is an essential component of our well-being and how it contributes to our cognitive and emotional health, along with connecting us further to our communities. Learn more about Shane O’Mara – https://shaneomara.wordpress.com/ Get your own copy of “In Praise of Walking” now – https://www.amazon.co.uk/Praise-Walking-Shane-OMara/dp/1847925014/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Jul 13, 2023
24 min
Exploring Aging, Depression, and Cognitive Connections – EP. 79 – Life’s Third Act
Join Attorney-CPA Joe Cordell and special guest Shane O’Mara, Professor of Experimental Brain Research at Trinity College Dublin, on this episode of Life’s Third Act. They delve into Mr. O’Mara’s groundbreaking research and his book, “In Praise of Walking,” which explores the science behind walking and its numerous benefits. Discover how walking positively impacts our muscles, posture, and overall physical health. Mr. O’Mara reveals how walking plays a vital role in protecting and repairing organs while potentially slowing down the aging process of our brains. But the benefits don’t stop there. Walking stimulates our minds, fostering creativity, improving mood, and reducing stress levels. Discover why walking is more than just a physical activity—it is a key component of our well-being and essential for our cognitive and emotional health. Learn more about Shane O’Mara – https://shaneomara.wordpress.com/ Get “In Praise of Walking” now – https://www.amazon.co.uk/Praise-Walking-Shane-OMara/dp/1847925014/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.
Jul 6, 2023
26 min
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