Elder Talk

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Charlie Shapard, of Smooth Transitions of St. Louis, to discuss senior moves and downsizing as you get older. He highlights senior move management and what they should consider regarding their care and needs, before making the move. Charlie talks about their customized approach that lowers The post Transitioning to a New Home [Episode 111] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur identify some of the missteps that people make in their estate planning and highlight methods of avoiding these mistakes. They talk about the legal side of facing disasters when traveling with loved ones and how contingent agents and contingent trustees can be beneficial in times of crisis. Joe The post Estate Planning Mistakes to Avoid [Episode 110] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the trend of “gray divorce,” or divorces that occur from the age of 50 and older. Susan details some of the major statistics surrounding the issue, while Joe details some of the risks involved in getting a divorce at such an advanced age. Joe highlights how The post Learning More About Gray Divorce [Episode 109] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the legal implications and challenges of unexpected injuries or deaths that occur while on trips and vacations. They talk about possible sources of the problems that cause unexpected injuries during trips or vacations, as well as being prepared with the resources necessary to facing the unexpected during The post Protect Yourself With a Plan in Place While Overseas [Episode 108] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur dive into some of the more common mistakes that people make when estate planning. They talk about the hazards surrounding losing track of where your will is or not updating it. Joe and Susan also talk about the complications surrounding pets and providing for them in your estate The post Avoid Common Missteps in Your Estate Plans [Episode 107] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur caution the hazards surrounding forms on this episode of ElderTalk with Joe Cordell. They discuss the importance of planning for your future, and not just after you die, as well as the consequences of choosing a more inexpensive and convenient method of estate planning, as opposed to meeting The post The Hazards of Forms in Estate Planning [Episode 106] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Debbie Guyer, the director of the Greater St. Louis chapter of the American Parkinson’s Disease Association to discuss Parkinson’s disease and its impact on the senior community. Debbie talks about Washington University’s leading research in the field of Parkinson’s disease, as well as the causation The post Understanding Parkinson’s Disease [Episode 105] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate. Joe and Susan break down how an estate plan that has not been updated can cause The post Preventing Family Feuds [Episode 104] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur break down the abilities that a Power of Attorney document gives the designated attorney-in-fact. Joe simplifies what a Power of Attorney is and talks about the historical context of empowering a designated individual to make a decision on your behalf. Joe describes the different types of Powers of The post The Power in a Power of Attorney [Episode 103] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you. Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature The post Learning the Principles of Elder Investing [Episode 102] appeared first on Cordell Planning Partners.

Co-host Susan Arthur begins her journey highlighting nursing homes and long-term care facilities within the St. Louis metropolitan area with the Villages of St. Peters Memory Care in this audio walking tour. She joins Villages of St. Peters Memory Care administrator April Haskins. April takes Susan through the facility and talks about how some of The post Visiting Villages of St. Peters Memory Care [Episode 101] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur make an announcement regarding the show, detailing how ElderTalk with Joe Cordell is going to highlight living arrangements as you age more often on the show. On this episode, Joe and Susan are joined by Cordell Planning Partners Business Manager Keri Stoner to discuss the variety of communal The post Looking Into Long-Term Care Facilities [Episode 100] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of the speed bumps that can occur when you designate someone as a beneficiary in a will. Susan tells the story of a couple and the controversy surrounding the late wife’s pension fund and which family member or members she named as the beneficiary or beneficiaries The post The Importance of Naming a Beneficiary [Episode 99] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion on Medicaid and long-term care. They describe the social and homely environment that many long-term care facilities and nursing homes attempt to cultivate, as well as the factors that allow you to qualify for Medicaid. Joe highlights the evolution in financial strategies on how The post Is Medicaid Right for You? [Episode 98] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur dive into everything surrounding Medicare, Medicaid, and the long-term care you may receive as you get older. They talk about the differences between Medicare and Medicaid, as well as who these particular programs are for. They talk about the small percentage of long-term care that Medicare legally is The post Dissecting Medicaid, Medicare, and Long-Term Care [Episode 97] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur highlights cautionary tales of celebrities and notable figures who have made mistakes in planning for the future. They talk about how these individuals’ care and finances went wrong before they died, due to the lack of protection and planning for the uncertainty of the future. Joe and Susan The post Avoiding Power of Attorney Mistakes [Episode 96] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the issues surrounding the possibility that we may find ourselves alone at the end of our lives. They talk about the historical and cultural events that have caused this to occur within the societal family dynamic, as well as life care and how vital planning is to The post Leaving This World Alone [Episode 95] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial Planning and how the qualifications of your Certified Financial Planner can help shape the way The post Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 94] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company, as they detail the difficulties that elders face as they get older, through the lens of Joe’s late aunt. They highlight many of the areas where The post Making Balanced Financial and Estate Planning Decisions Part 1 [Episode 93] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur highlight how to protect your assets in a litigious world on this episode of ElderTalk with Joe Cordell. Joe discusses how corporations or other types of entities have methods of protection, in order to lower the risk of losing assets. He explains what joint tenancy by the entirety The post Protecting Your Assets in a Litigious World [Episode 92] appeared first on Cordell Planning Partners.