Staying Protected In Your Later Years
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Staying Protected In Your Later Years
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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. As families live farther apart, face estrangement, and feel sandwich generation pressure, even loving kids may not be nearby, available, or suited to manage your finances and care alone. Joe walks through why vulnerability plus assets with no protector creates the perfect conditions for financial exploitation, and how tools like professional fiduciaries and co trusteeship can add a layer of protection.
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!