Life's Third Act

Jennifer Farber Dulos was a mother of five who disappeared without a trace during a high-stakes divorce. What followed was a $2.5 million legal battle that exposed the unique vulnerabilities of an estate in the midst of a family crisis. Our Marriage, Murder, and Money (MMM) series continues as we begin a deep dive into the tragic story of Fotis Dulos. In this opening installment, we explore how Jennifer’s family used the Probate Court to freeze assets and protect the children even before a body was found. From the massive lawsuits filed by her mother, Gloria, to the strategic use of an “Absentee Estate,” we break down the legal roadmap that every family should understand.

Harold Henthorn thought he had committed the perfect crime on federal land, but the law had other plans. What followed was a legal reckoning that utilized the “Slayer Statute” to ensure his $4.5 million motive would never be realized. In Part 3 of Marriage, Murder & Money, attorney and CPA Joe Cordell breaks down the Henthorn case from the inside — not as a crime story, but as a case study in how estate law responds when federal jurisdiction and the Slayer Statute collide to strip a killer of his inheritance. 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!

Harold Henthorn took his wife Toni on a hike in Rocky Mountain National Park — and came home alone. What followed was a $4.5 million battle that exposed every vulnerability in their estate plan. In Part 2 of Marriage, Murder & Money, attorney and CPA Joe Cordell breaks down the Henthorn case from the inside — not as a crime story, but as a case study in how estate law responds when your spouse becomes your killer. What this episode covers: • How Harold secretly changed the beneficiary on Toni’s life insurance — from their daughter Haley’s trust to himself • Why insurance companies filed interpleader actions instead of paying out — and what that tells you about your own policies • How Toni’s family (the Bertolets) used probate as a weapon to freeze Harold’s access to her estate • Why Harold was removed as personal representative and replaced with a court-appointed special administrator • What the Slayer Statute is, and exactly how it blocked Harold from collecting on Toni’s $4.5 million • The one estate planning move — naming a contingent beneficiary — that could have protected Haley from day one The trial ends at the verdict. The estate battle is a different story entirely.

What happens to your estate when your spouse is the one who killed you? This episode examines one of estate law’s darkest questions — and the answer will change how you think about everything you’ve signed. Attorney and CPA Joe Cordell opens a new mini-series exploring what happens to marital assets, life insurance, and inheritance rights when a spouse commits murder. Using the case of Harold and Toni Henthorn — a Colorado man convicted of pushing his wife off a cliff — Joe unpacks how estate planning and inheritance law respond when the person named as your beneficiary is also your killer. What is the slayer rule? How do courts apply it? And what legal presumptions built into marriage — joint asset ownership, healthcare proxies, life insurance beneficiaries, even the right to control your remains — create dangerous vulnerabilities that most people never plan for? This isn’t just true crime. It’s a masterclass in why estate planning decisions you make today matter far more than you realize.

In Part 2 of this Life’s Third Act series, we continue breaking down the Michael Jackson estate and trust, focusing on the real-world conflicts that arise after the plan is in place. This episode explores the growing tension between trustees and beneficiaries, including disputes over spending, investment decisions like the upcoming biopic, and frustrations around communication and transparency. We also unpack how probate delays, IRS battles, and ongoing litigation have impacted distributions to Michael Jackson’s children, and why even a highly successful estate can still create friction. Finally, we bring it back to practical estate planning lessons, including how to structure communication, choose the right trustee, and draft a trust that anticipates conflict before it happens. Stay tuned as we turn one of the most high-profile estates in history into actionable guidance you can use in your own planning. 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!

More than 15 years after his death, Michael Jackson’s estate is still making headlines and still tied up in complex legal and financial issues. In Part 1 of this two-part series, Life’s Third Act breaks down how Jackson’s trust was structured, what went right, and what created ongoing complications. Joined by Mellany McDonald, Senior Litigation Attorney at Cordell & Cordell, the discussion uses Jackson’s estate as a real-world case study to explain how trusts actually function over time. From massive debt at the time of death to a dramatic financial turnaround, this episode explores how trusts operate not as static containers but as active, evolving entities that require strategy, management, and the right people in charge. Stay tuned for Part 2, where we dive deeper into the IRS battle and valuation disputes surrounding the estate. 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!

In this episode of Life’s Third Act, we wrap up our two-part series on Robert Duvall by breaking down how his estate plan actually worked in practice. From trusts and LLCs to intellectual property management and real estate, we walk through the structures he used to protect his wealth, minimize conflict, and carry out his long-term goals. If Part 1 covered what he wanted to accomplish, Part 2 shows how he made it happen—and what you can learn from it when planning your own estate. 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!

In this episode of Life’s Third Act, we take a closer look at the life and legacy of Robert Duvall—not just his career, but how he approached the later stages of life and estate planning. With an estimated $70 million estate and no children, Duvall made intentional decisions about privacy, wealth management, and long-term legacy. From living outside Hollywood to structuring his assets through a trust, his approach offers a unique perspective on how to plan for life’s third act. This episode explores what Duvall did right, what we can learn from his decisions, and why estate planning matters even when you don’t have direct heirs. 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!

In Part 2 of our deep dive into Anna Nicole Smith’s estate, we break down how one of the most complex and drawn-out legal battles in recent history finally came to a close. After years of litigation involving the estate of J. Howard Marshall, the case expanded into disputes over paternity, burial rights, and a deeply flawed will that created even more legal chaos. Multiple courts across different states weighed in, and the outcome ultimately came down to technical legal rules rather than the underlying facts. We also walk through what went wrong and what can be learned from it. This case highlights how relying on a will alone can create unintended consequences, how unclear or outdated documents can lead to costly litigation, and why proper estate planning can help families avoid court altogether. If you want to understand how these situations play out and how to protect your own family from similar issues, this is an episode worth watching. 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!

In this episode of Life’s Third Act, John Sauter breaks down the life, death, and legal aftermath of Anna Nicole Smith. From her marriage to Texas billionaire J. Howard Marshall to the probate fight, bankruptcy case, and Supreme Court battle that followed, this story touches nearly every corner of estate law. Part one explores the family dynamics, estate planning decisions, and courtroom conflicts that made this one of the most unusual celebrity estate cases in recent memory. Tune in next week for Part 2, where the story continues as the legal battle escalates even further, raising new questions about paternity, inheritance, and who ultimately walks away with the fortune. 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!

In this episode of Life’s Third Act, Cordell & Cordell Senior Estate Planning Attorney John Sauter takes a look at five more unusual and fascinating estate plans. This is a continuation of a previous episode where we covered five other strange wills, and today John breaks down five more real-world examples, including Gene Roddenberry, Tennessee Williams, Marlon Brando, Aretha Franklin, and Leona Helmsley. Along the way, he highlights what these stories can teach us about estate planning—from no-contest clauses and burial instructions to handwritten wills, trust planning, and how clear communication can help prevent family conflict. 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!

In Part 2 of our discussion on Steve Irwin, we focus on what happened to his estate and conservation mission after his sudden death at age 44. When the face of a business or nonprofit is gone overnight, the real challenge begins. How do you keep operations running? Where does liquidity come from? And is a will alone enough to protect the surviving spouse and children? In this episode of Life’s Third Act, sponsored by Cordell & Cordell, we examine how Steve’s will provided direction, where funding gaps created stress, and how tools like trusts and life insurance could have eased the transition. We also discuss a common entrepreneurial blind spot: assuming there will always be more time to plan. Terry Irwin’s resilience ultimately preserved the legacy they built. But this story is a powerful reminder that a plan must fund the transition, not just outline the vision. Subscribe for weekly conversations focused exclusively on estate planning, retirement, and your financial future. 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!

What really happened with Steve Irwin’s estate planning? The internet often suggests his plan fell short, but the full story is more nuanced. In Part 1 of this two-part discussion, Life’s Third Act takes a closer look at the legacy of Steve Irwin and the estate planning lessons business owners and families can learn from his story. While his mission-driven approach to conservation built an extraordinary global brand, it also created real challenges around liquidity, succession, and key-person risk after his unexpected death. In this first episode, we break down who Steve Irwin was, how his conservation empire was structured, and why his estate was anything but typical. In Part 2, we will examine what happened after his passing, where the real pressure points emerged, and the specific planning moves that could have made the transition smoother. If you own a business, support a mission-driven organization, or want to ensure your family is protected, this discussion offers practical insights you can apply today. Subscribe for more conversations on estate planning, retirement, and protecting what matters most. Cordell & Cordell is your partner for estate planning and beyond. 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!

In this solo episode of Life’s Third Act, senior estate planning attorney John Sauter breaks down the essentials of a Healthcare Power of Attorney and why it plays a critical role in protecting your wishes if you’re ever unable to speak for yourself. He explains how key documents like a healthcare POA, HIPAA release, and living will work together to guide medical decisions, designate a trusted advocate, and provide clarity during difficult moments. John also shares practical insight on choosing the right person, communicating your preferences, and avoiding the complications families can face when no plan is in place. 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!

Explore five of the strangest wills on record, from Jeremy Bentham’s “auto-icon” still attending meetings in London to a Portuguese aristocrat who picked beneficiaries straight from the phone book. Attorney CPA Joe Cordell and Senior Estate Planning Attorney John Sauter unpack the real legal lessons behind these odd stories, including what courts will (and will not) enforce, why vague language can spark litigation, and how tools like trusts (including pet trusts) can help balance control with flexibility. 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!  

In this episode of Life’s Third Act, senior estate planning attorney John Sauter breaks down the financial power of attorney and why it matters while you are still alive. Learn what a financial POA is, how a durable POA works, and what can happen if you do not have one in place, including the court process for conservatorships or guardianships. John also covers how to choose the right agent, why backups matter, the difference between immediate and springing powers of attorney, and common real world mistakes to avoid, like adding someone as a joint owner on a bank account. 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!

How do trusts actually work once they’re created? In this episode of Life’s Third Act, we break down how revocable trusts function in real life, what it means to fund a trust, how assets are managed while you’re alive, and what happens if something is left outside the trust. We also address common misconceptions about cost, complexity, and who trusts are really for, helping you understand whether a trust makes sense for your estate plan. 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!

In this episode of Life’s Third Act, we take a closer look at how Diane Keaton built her career, managed her wealth, and thoughtfully planned her estate. From understanding residual income and long-term royalties to strategic real estate investments and the use of trusts, her story offers practical lessons on how successful planning happens over time. Rather than focusing on mistakes, this episode highlights a positive example of disciplined decision-making, showing how careful planning can protect assets, support family, and preserve a legacy. The discussion provides clear, real-world insights into finishing well and why estate planning is most effective when it starts long before the end. Order Diane Keaton’s book “Then Again” referenced in the episode here: https://www.penguinrandomhouse.com/books/196460/then-again-by-diane-keaton/ 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!

This week on Life’s Third Act, Joe Cordell and Cordell & Cordell estate planning attorney John Sauter continue their conversation answering commonly searched estate planning questions, picking up where last week left off. In this second half of the discussion, they focus on wills, probate, and why a will alone only takes effect at death. Joe and John walk through what actually happens during probate, including court oversight, creditor claims, delays, and costs, and explain how titled property drives the process. They also compare the long-term cost of probate versus the upfront investment in a trust, clarify how trusts operate continuously through incapacity and death, and explain how pour-over wills work alongside a trust to catch anything left outside. The episode closes with a practical look at why comprehensive planning matters for protecting your needs during life and your family’s future after you’re gone. 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!

This week on Life’s Third Act, Joe Cordell kicks off a new series answering the most commonly searched estate planning questions on YouTube, joined by Cordell & Cordell estate planning attorney John Sauter. In part one, they start with a big one: the difference between a will and a trust. John breaks a trust down in plain English as “a box with instructions on the lid,” explains the roles of settlor, trustee, and beneficiary, and why choosing the right successor trustee matters. They also cover how trusts can help avoid probate delays, build in flexibility for the unknown, and provide long-term protections for your family, including creditor and divorce-related risks. Plus, they touch on revocable vs irrevocable trusts and how multi-generation planning can work in the real world. 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!

In Part 2 of our Ozzy Osbourne series, we shift from the headline moments of his career to the decisions that shaped his legacy. We discuss the family groundwork Ozzy built over time, why communication and consensus matter in estate planning, and how the Osbournes reportedly structured goals like keeping wealth and control in the family, protecting Ozzy’s name, image, and likeness, and providing multi-generational income. Along the way, we break down why an irrevocable trust can support asset protection and tax efficiency, and what it takes to manage complex assets like music royalties, media rights, merchandise, real estate, and personal memorabilia. 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!

Ozzy Osbourne lived a life defined by extremes: early fame, public collapse, and an improbable comeback that lasted decades. In Part 1 of this two-part episode of Life’s Third Act, we focus on Ozzy’s career, personal struggles, and the forces that helped stabilize his life, including the pivotal role Sharon Osbourne played in his resurgence. This conversation sets the foundation for understanding how Ozzy reached his third act. In Part 2, we will examine his death, his estate planning, and the decisions that shaped the legacy he left behind. 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!

In part two of our Bruce Lee conversation, Joe and Sherry pick up the story at the moment of Bruce Lee’s death and follow what happened to his assets, his image, and his legacy over the next several decades. They walk through how his widow Linda and daughter Shannon managed his name, image, likeness, and movie-related rights, how the estate grew into a powerful brand, and what went right (and wrong) from an estate-planning perspective. Along the way, they touch on Brandon Lee’s tragic death, the “curse” narrative around the family, and how careful planning, good decisions, and the right advisors can protect both wealth and legacy for future generations. Whether or not you watched part one, this episode stands on its own as a real-world lesson in why estate planning matters long after someone is gone. 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!

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! Bruce Lee changed cinema and martial arts forever, but his real story as a husband, father, and young star building a global legacy is even more compelling. In this 200th episode of Life’s Third Act, Joe Cordell and Sherry Farmer look at Bruce Lee’s life before the legend and set the stage for what would become one of the most powerful celebrity estates in the world. They explore his surprise American birth in San Francisco, his childhood and early acting career in Hong Kong, and how growing up in a Cantonese opera family shaped his charisma and on-screen presence. They follow his move to the United States, his college years in Seattle, his martial arts schools in Seattle, Oakland, and Los Angeles, and the creation of Jeet Kune Do as he rejected more rigid traditional forms. The episode also walks through how Bruce’s reputation spread into Hollywood, leading to roles in The Green Hornet, Way of the Dragon, and Enter the Dragon, and how these performances cemented his place as a global icon. Joe and Sherry then unpack the medical mystery surrounding his death at age 32, the official findings versus the ongoing conspiracy theories, and what his early passing meant for the very young family he left behind. Along the way, they begin to trace how his name, image, and likeness started to evolve from a rising star into a lasting brand that would only grow after his death. This episode sets up next week’s Part 2, where we dive deeper into Bruce Lee’s estate, how his family managed his name, image, and likeness, and what the rest of us can learn about planning for the possibility of dying young instead of at the 90 something we all hope for.

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! In this follow-up to our live Lizzie Borden Halloween episode, attorney CPA Joe Cordell returns to explore the part of the story most people never hear: Lizzie’s life after the trial and what happened to her estate. While the world remembers the sensational 1892 murders and her surprising acquittal, far less is known about how Lizzie lived out her remaining decades, her relationship with her sister Emma, her connection to actress Nance O’Neil, and the choices she made when it came to inheritance, assets, and charitable giving. Joe walks through the sisters’ move to Maplecroft, their eventual estrangement, the social fallout Lizzie faced in Fall River, and the surprising way she managed and grew her wealth. Then he breaks down the probate battle that followed her death, why her will created six years of litigation, and what her estate decisions reveal about planning, precision, and the importance of choosing the right documents and executor. If you’re interested in how real historical estates work—or how even a century-old case can teach us modern lessons about wills, trusts, and end-of-life planning—this episode completes the story.

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! In the final episode of our three-part series on Conway Twitty, we bring the estate battle to its conclusion—and unpack the full legal, emotional, and financial toll it took on his family. After Conway’s death, his outdated will, lack of a prenup, and complex assets left his heirs entangled in more than a decade of litigation, culminating in court-ordered auctions, forced asset sales, and deep family divisions. Joe Cordell dissects the sale of Twitty City, the fight over Conway’s intellectual property and music royalties, and the controversial move to involve his surviving spouse in asset management. You’ll hear how the children eventually regained control of his music catalog—at a steep legal cost—and how unresolved loans, poor planning, and executor decisions fueled conflict at every turn. This episode also explores the broader lessons for anyone with a business, second marriage, or blended family: the importance of updating estate plans, choosing executors wisely, and anticipating what can go wrong before it’s too late.

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! In Part 2 of our Conway Twitty series, we shift from his music legacy to the complex and highly contested estate he left behind. After his sudden death in 1993, Conway’s simple will—written before his final marriage—left everything to his four children, but made no mention of his surviving spouse. What followed was a decade of litigation, family rifts, and court battles that exposed just how devastating poor estate planning can be. In this episode, Joe Cordell details the legal conflicts that erupted, including the Tennessee law that allowed his third wife to claim one-third of the estate despite a short marriage—sparking a push to change state law through what’s now known as the “Conway Twitty Amendment.” He also explore the role of the executors, the emotional fallout from auctioning off personal memorabilia, and why failing to update your will can lead to generational damage. Whether you’re a Conway Twitty fan or someone trying to protect your family’s future, this episode is packed with real-world lessons about wills, spousal rights, probate disputes, and the high cost of delay. Stay tuned next week for the conclusion of this interesting story.

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! Before his name became country music royalty, Conway Twitty was just Harold Lloyd Jenkins—a small-town kid with a big voice, big hair, and even bigger dreams. In this episode of Life’s Third Act, we take a deep dive into Conway’s remarkable rise to fame, from his early rockabilly days and pop stardom to his bold switch to country and his record-breaking 55 number-one Billboard hits. On this episode of Life’s Third Act, Joe and Sherry explore his long-standing partnership with Loretta Lynn, the creation of his iconic Twitty City estate, and the complicated web of marriages, children, and professional ties that defined his personal life. As they uncover the family dynamics behind the scenes, it becomes clear that while Conway may have kept the peace while alive, his sudden death at 59 left a void—and a tangled estate that would spark major disputes. This is Part 1 of our three-part series, setting the stage for the probate battles, legal lessons, and legacy challenges we’ll unpack in the episodes to come. Don’t miss what’s next.

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! On this special episode filmed LIVE on Halloween Eve, Attorney CPA Joe Cordell and Sherry crack open the Lizzie Borden case to ask a different question than who swung the hatchet: what did the probate and estate issues look like, and what can modern families learn from them? We walk through the family dynamics, the size of Andrew Borden’s estate, why the order of death mattered, and how settlements and intestacy worked in the 1890s. Then, we fast forward to today to explain the Uniform Simultaneous Death statute, Slayer statutes, and how planning choices could change outcomes for blended families. Along the way we talk about wills that never got signed, why “who died first” once triggered double probates, and how even thin forensic evidence can still reshape an estate fight. Part two is coming soon with the rest of Lizzie’s life and how her own will played out. Happy Halloween!

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In Part 2 of our John Amos discussion, Joe and Sherry pick up in his later years and unpack the real estate planning questions that surfaced as his health declined. They walk through the reported family conflict, the Alzheimer’s diagnosis timeline, and why “legal capacity” is a moving target until a court rules otherwise. You will hear how allegations of undue influence, caregiver power, and limited assets can still create outsized turmoil. Joe and Sherry also review the 2020 planning package attributed to Amos, including a pour-over will, a revocable living trust, and durable powers of attorney. They discuss why equal distributions to both children and adult grandchildren can be a thoughtful choice, and where things can go wrong when successor trustees and agents are siblings who later disagree. From there, they offer practical takeaways you can use, like appointing a neutral co-fiduciary, documenting capacity, and adding a trust protector to resolve stalemates before they become lawsuits. This episode is a cautionary tale that feels closer to everyday families than tabloid celebrity drama. If you are caring for a parent or updating your own plan, you will learn how to prepare for the gray zone between full competence and legal incapacity, and how to preempt disputes with clear roles, backups, and documentation.

John Amos was more than “America’s favorite TV dad.” In this episode of Life’s Third Act, Joe and Sherry explore his early life, football dreams, breakthrough roles, and the family dynamics that shaped both his career and the foundation for his estate planning story. From his years on Good Times and Roots to his values around family, work, and fairness, this first half of the discussion shows how life experiences can quietly shape the legal and financial choices people face later on. Viewers will learn how stable families can still experience conflict without clear estate documents, why career patterns and personal values influence how assets are passed down, and how early planning could have helped prevent disputes. Tune in next week for Part 2, which continues the story with questions about capacity, caregiving, and the legal steps that can help protect families from future conflict.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In this episode of Life’s Third Act, we focus on the estate story: what was filed, what is still missing, and what that means for heirs and planners. Joe and Sherry touch on the reported will and codicils, the 1998 revocable living trust, and why a pour-over will matters even when most assets sit in a trust. You will hear how a personal representative protects an estate, why a Florida court can appoint a temporary curator when timing is critical, and how potential claims like medical malpractice or wrongful death are preserved. We also note the emergency restraining order tied to the tape, and how intellectual property, collectibles, and even cryptocurrency are treated in an inventory. We translate Florida’s elective share, explain why beneficiaries can differ between a will and a trust, and show how divorce terms and past business deals echo through an estate. Choose fiduciaries carefully, keep originals and amendments organized, and use trusts to protect privacy and intent.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! Wrestling fan or not, Hulk Hogan’s story is a masterclass in planning for life, reputation, and what comes next. In Part 1 of our discussion, Joe and Sherry unpack Terry “Hulk Hogan” Bollea’s rise from Tampa to worldwide fame, the family dynamics behind the headlines, and the turning points that shaped his brand, wealth, and privacy. Stay tuned for next week’s Life’s Third Act episode, where we shift to the legal and estate implications of Hogan’s story. You’ll learn how fame, divorce, blended families, and public controversy complicate planning, why beneficiary updates and marital agreements matter, how privacy and image rights fit into an estate plan, and how to think about protecting a personal brand, family relationships, and future settlements for the long term.

Call 866-323-7529 or visit CordellCordell.com to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! CONTENT WARNING: This episode discusses sensitive topics around loss. If you or someone you know is struggling, dial 988 in the U.S. for free, confidential help, 24/7. In Part 2 of their discussion on Kyle Jacobs and Kellie Pickler, Joe and Sherry pick up after Jacobs’ passing to unpack how Tennessee intestate law works when there is a surviving spouse, no children, and living parents. We walk through how a prenup can or cannot control after death, why “personal property” becomes a flashpoint, the role of an administrator, and what families can do to avoid disputes. In this episode, you’ll see how Tennessee’s intestate succession treats a surviving spouse when there are no children but living parents, when a prenuptial agreement can waive an elective share and direct specific items, and why proper execution matters if a prenup tries to act like a will. We also cover the administrator’s duties to identify, secure, and inventory assets, plus practical planning tips to prevent fights over sentimental items and intellectual property.

In this episode of Life’s Third Act, Joe Cordell and Sherry Farmer set the stage for their two-part look at Kyle Jacobs and Kellie Pickler. They cover Kyle’s Minnesota roots and church-music beginnings, his move to Nashville, early break with Curb Music, and the history-making Garth Brooks cut “More Than a Memory.” They also revisit Kellie’s American Idol rise, her debut success, and the couple’s New Year’s Day 2011 elopement—leading into why songwriting royalties and smart planning matter for anyone, not just celebrities. Stay tuned next week for Part 2, where they’ll dive into prenups, intestacy, and lessons for your own plan.

Call 866-323-7529 or visit CordellCordell.com to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In Part 2, Joe Cordell and Sherry Farmer pick up after Shelley Duvall’s passing to unpack what happens when there’s no will, how Texas common-law marriage can affect heirship, and why proactive planning matters. They are joined by Cordell & Cordell attorney Kelly Burris (Austin, TX) to walk through probate mechanics, “holding out” requirements, and practical options like prenups/postnups and life-estate planning for couples later in life. You’ll learn how probate works when someone dies intestate (no will); the three elements of Texas common-law marriage and why cohabiting isn’t enough; how administrator disputes, heirship, and a guardian ad litem fit into the process; why this case settled and how the proceeds are divided; and practical planning tips for couples 60+, including whether to marry and how prenup/postnup clauses can coordinate both divorce and estate outcomes. #estateplanninglawyer #Probate #ShelleyDuvall #CommonLawMarriage #WillVsNoWill #TexasLaw #LifesThirdAct

Call 866-323-7529 or visit CordellCordell.com to schedule an estate planning consultation. Mention LIFE’S THIRD ACT for 15% off eligible estate planning services! In this two-part Life’s Third Act series, Joe Cordell and Sherry Farmer revisit the life and legacy of Shelley Duvall and uncover the estate planning choices that shaped her final years. We explore her career highlights from Brewster McCloud and The Shining to her award-winning children’s programming, her long partnership with Dan Gilroy, and why dying without a will can leave loved ones in conflict. In Part 1, we set the stage for the legal questions that follow: no children of her own, a close-knit family of siblings, a long-term partner, property in Texas, and no estate plan on record. We discuss how health, isolation, and timing can complicate decisions and why clear planning for unmarried partners matters. Stay tuned next week for Part 2, which dives into common-law marriage in Texas, heirship, probate, and how disputes like these get resolved.

Call 866-323-7529 or visit CordellCordell.com to schedule an estate planning consultation. In the final installment of this three-part series, Life’s Third Act host, Joe Cordell, and co-host Sherry Farmer dive into the escalating legal battle over Jimmy Buffett’s $275 million estate. This episode unpacks the brewing conflict between Buffett’s widow, Jane Buffett, and longtime business manager, Richard Mozenter, as they clash over control of the marital trust and the administration of Buffett’s assets. From dueling lawsuits in Florida and California to accusations of mismanagement and breach of fiduciary duty, the dispute reveals how even the most carefully planned estates can spiral into costly litigation. More than a celebrity saga, this episode highlights critical lessons about selecting trustees, avoiding family disputes, and structuring your estate to protect your legacy and loved ones. Whether you’re a Jimmy Buffett fan, planning your own estate, or simply fascinated by high-profile legal battles, this episode offers valuable insights into why clear, strategic estate planning matters.

Call 866-323-7529 or visit CordellCordell.com to schedule an estate planning consultation. In the second installment of this three-part series, Life’s Third Act host, Joe Cordell and co-host Sherry Farmer discuss the life, music, and merchandising empire of the King of Margaritaville himself, Jimmy Buffett. In this episode, we unpack how Jimmy Buffett transformed his timeless hit Margaritaville, into resorts, restaurants, and lifestyle experiencesbuilding a multi-million dollar merchandising empire. But this is more than a success story. After Buffett passed in 2023, his $275 million estate became the center of a bitter legal battle between his widow, Jane Buffett, and longtime business manager Richard Mozenter. Whether you’re dedicated to Buffett’s world or focused on securing your own legacy, this episode shows why estate planning must be strategic, transparent, and resilient. Stay tuned for Part Three, where we turn our attention to other celebrity estates and the pivotal lessons they teach.

In the first installment of this three-part series, Life’s Third Act host, Joe Cordell and co-host Sherry Farmer discuss the life, music, and merchandising empire of the King of Margaritaville himself, Jimmy Buffett. From chart-topping hits like Margaritaville to building a billion-dollar lifestyle brand of restaurants, resorts, and merchandise, Buffett created a legacy that went far beyond music. Joe and Sherry discuss how Buffett’s unique approach to branding, licensing, and business partnerships turned his laid-back persona into a lasting empire. Whether you are a Jimmy Buffett fan, a business owner, or simply interested in how celebrity estates are structured and protected, this episode offers valuable insights into legacy planning at the highest level. Tune in for Part Two as we delve further into Brian Wilson’s legacy and lessons we can learn from his estate.

In part two of our series covering Tony Bennett, host Joe Cordell and co-host Sherry Farmer continue their discussion on the famed musician’s estate and the lessons we can learn. Famed for his timeless voice and enduring career, Bennett became a beloved figure across generations with classics like I Left My Heart in San Francisco. But beyond the spotlight was a deeply human story that included his battle with Alzheimer’s, the management of his music rights, and the careful planning behind his estate. Though Bennett built a remarkable legacy and substantial wealth, his story highlights the importance of estate planning, long-term care considerations, and protecting creative assets. Joe and Sherry discuss the key legal takeaways from his life and estate, including planning guardianship, managing royalties and intellectual property, avoiding exploitation in later life, and preserving a legacy through trusts and family planning.

In this two-part series from Life’s Third Act, host Joe Cordell and co-host Sherry Farmer explore the life, legacy, and estate of legendary crooner Tony Bennett. Famed for his timeless voice and enduring career, Bennett became a beloved figure across generations with classics like I Left My Heart in San Francisco. But beyond the spotlight was a deeply human story that included his battle with Alzheimer’s, the management of his music rights, and the careful planning behind his estate. Though Bennett built a remarkable legacy and substantial wealth, his story highlights the importance of estate planning, long-term care considerations, and protecting creative assets. Joe and Sherry discuss the key legal takeaways from his life and estate, including planning guardianship, managing royalties and intellectual property, avoiding exploitation in later life, and preserving a legacy through trusts and family planning. Tune in for Part Two as we dive deeper into the legal and financial lessons behind Tony Bennett’s legacy and what families can learn from how it was handled.

In part two of our series Brian Wilson, host Joe Cordell and co-host Sherry Farmer continue their discussion on the famed musician’s estate and the lessons we can learn. Though Brian Wilson built a substantial fortune, his story is a powerful reminder of why estate planning, asset protection, and selecting the right fiduciaries are so crucial. In this episode, Joe and Sherry explore how Wilson’s life and estate highlight essential lessons, ranging from protecting intellectual property and royalty rights to addressing guardianship, mental capacity, and the risk of financial exploitation.

In this two-part series from Life’s Third Act, host Joe Cordell and co-host Sherry Farmer explore the life, legacy, and estate of music icon Brian Wilson. As the creative force behind The Beach Boys, Wilson revolutionized pop music with his groundbreaking harmonies and songwriting genius. But behind the fame was a painful story marked by mental health struggles, financial exploitation, and legal battles that affected both his career and his long-term wealth. Despite amassing a sizable fortune, Wilson’s story serves as a cautionary tale about the importance of estate planning, asset protection, and choosing the right fiduciaries. Joe and Sherry break down how his life and estate offering key lessons in protecting intellectual property and royalties, guardianship and mental capacity concerns, how to avoid financial exploitation, and many more. Tune in for Part Two as we delve further into Brian Wilson’s legacy and lessons we can learn from his estate.

Continuing their discussion on the life and estate of George Foreman, host Joe Cordell and co-host Sherry Farmer dive deeper into how the heavyweight boxing champion leveraged his fame and athleticism into an empire far beyond the ring. Whether you’re thinking about your own retirement, managing family wealth, or curious how public figures protect their estates, this episode offers valuable insights for anyone interested in estate law, retirement planning, and long-term financial strategy. Joe and Sherry explore how Foreman managed his money, structured his assets, and built an enduring legacy for his family.

In this two-part series from Life’s Third Act, host Joe Cordell and co-host Sherry Farmer dive into the life, times, and estate of a boxing legend, George Foreman. From humble beginnings as a troubled youth, Foreman climbed up the ranks of the boxing world as early as age 19 when he won his first gold medal in the heavyweight division at the 1968 Summer Olympics. Within three years of turning pro, he defeated 36 consecutive fighters. Foreman became a two-time heavyweight champion and built an empire far beyond the boxing ring. His story is a powerful example of how strategic financial planning, wealth preservation, and smart legacy planning can secure generational prosperity. In this episode, we cover how Foreman built his fortune through sports, endorsements, and entrepreneurship; what lessons his estate offers for protecting your family’s financial future; and insights into managing high-profile estates, developing inheritance strategies, and creating a lasting legacy. Tune in for Part Two as we delve further into George Foreman’s legacy and lessons we can learn from his estate.

What legacy did Ivana Trump leave behind and what can we learn from it? In Part Three of our Ivana Trump series, Life’s Third Act host Joe Cordell and co-host Sherry Farmer explore the final chapter of Ivana’s estate and the financial and legal lessons that apply to us all. From her beginnings as a model in Czechoslovakia to becoming a business powerhouse in New York, Ivana’s life offers key takeaways in wealth building, asset protection, and estate administration, especially when divorce, blended families, and high-value assets are involved. This episode dives into planning for wealth transfer and legacy, navigating family dynamics in estate planning, lessons from celebrity estates and high-net-worth divorces.

What can we learn from Ivana’s estate? In Part Two of our Ivana series, Life’s Third Act host Joe Cordell and co-host Sherry Farmer explore the late socialite’s legacy through the lens of estate planning, family wealth, and legal strategy. From prenups and probate to inheritance law and divorce, this episode unpacks how Ivana’s estate offers real-world lessons for anyone preparing their own plan. Whether you’re building generational wealth, managing blended family dynamics, or curious about how high-profile estates are handled, Ivana’s story reveals both the challenges and opportunities of planning ahead.

In this three-part series from Life’s Third Act, host Joe Cordell and co-host Sherry Farmer explore the remarkable life and estate of business icon and socialite Ivana Trump. From her rise as a model to her pivotal role in managing major Trump Organization properties like Trump Tower, the Grand Hyatt, and Trump Plaza, Ivana’s legacy extends far beyond the headlines. This episode examines the estate planning lessons we can draw from Ivana’s high-net-worth lifestyle, including how prenuptial agreements and high-profile divorce settlements shape modern estate strategy. Joe and Sherry also explore how marital property, asset protection, and public perception interact with long-term legacy planning. Ivana’s story offers insight into trusts, inheritance issues, and managing generational wealth within the complex context of celebrity and public life.  Don’t miss Part Two, where we take a deeper look at the Trumps’ divorce and the estate implications that followed. Reminder that June 15 is World Elder Abuse Awareness Day, a time to recognize, protect, and advocate for the dignity and safety of older adults. Let’s work together to raise awareness and stand against elder abuse in all its forms.

Divorce doesn’t just end a marriage, it can unravel your entire estate plan. In Part 3 of this special Life’s Third Act series, host Joe Cordell and Cordell & Cordell litigation partner Wil Halaz explore how divorce affects key estate planning tools such as your will, trust, powers of attorney, and long-term legacy goals. They discuss how to update your estate plan after divorce, address child custody and guardianship considerations, and realign your wealth management strategy to reflect your new reality. This episode delivers practical legal insights to help you protect your assets, safeguard your family, and secure your future during one of life’s most challenging transitions.