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!

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 actually makes a prenuptial agreement hold up: reasonableness, consideration, time to review, and the terms a judge will simply throw out. They also settle the question almost everyone gets wrong, why keeping a separate bank account does not keep your money separate, and why a trust sometimes does the job better than an agreement.

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!

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, and why a prenuptial agreement may be the most powerful planning tool you never considered.

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!