Elder Talk

Attorney-CPA Joe Cordell and co-host Susan Arthur talk about the forms and paperwork that often can be involved in the long-term planning process. As the years go by, it is important to have a plan in place, and Joe talks about the costs that go into the estate planning process and how saving money in The post Investing in the Planning Process [Episode 71] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur continue to discuss the ins and outs of estate planning, while highlighting many of the intricate options available to you as you plan for the future. They go over why giving away money to loved ones in one untethered action is a bad idea. Joe talks about how The post Avoid Writing the Full Check [Episode 70] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Diane Finnestead, of Diane Finnestead Insurance, and Carrie Gormley. Diane started her career as a long-term care specialist and is now a National Trainer and District Specialist. Gormley has twelve years of experience in insurance and is a member of the Senior Resources Options. The The post Affording Long-Term Care [Episode 69] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of issues that can arise when emotions get involved in the estate planning process. They discuss the need to have a plan in place, as well as highlighting how differing viewpoints regarding who feels entitled to what can breed conflict when it comes to making sure The post Taking the Emotions Out of Estate Planning [Episode 68] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell highlights those who are not quite at the age of needing the services of any type of estate and elder plans, but why it still is important to do so. He talks about the importance of knowing the government rules and how your age interacts with the regulations regarding elder law and The post Planning for Your Future [Episode 67] appeared first on Cordell Planning Partners.

The post Financial Planning for Elderly Housing and Long-Term Care [Episode 66] appeared first on Cordell Planning Partners.

The post Understanding Guardianship and Conservatorship [Episode 65] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur dive back into durable Power of Attorney, as they break down the general version, as opposed to the health care version. They talk about different options that surround the durable Power of Attorney, such as whether or not you want the durable Power of Attorney to be in The post Establishing a Durable Power of Attorney [Episode 64] appeared first on Cordell Planning Partners.

The post Navigating Family Issues in Estate Plans [Episode 63] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur continue last week’s discussion, touching on irrevocable trusts and how the entity allows for the flexibility that many are looking for in their estate planning. They explain the features and limitations of irrevocable trusts and how the experience of an elder law attorney can assist you in determining The post The Positives of Probate [Episode 62] appeared first on Cordell Planning Partners.

The post Navigating Wills and Trusts Part 2 [Episode 61] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur begin a two part journey on wills and trusts. They highlight intestate succession and the necessity of the probate process. Probate can be a polarizing subject, but Joe explains how it functions to make sure that the wishes of the deceased are carried out. Joe and Susan discuss The post Navigating Wills and Trusts Part 1 [Episode 60] appeared first on Cordell Planning Partners.

The post Navigating the Myths and Misconceptions of Medicaid and Long-Term Care [Episode 59] appeared first on Cordell Planning Partners.

The post Avoiding Mistakes in Your Estate Planning [Episode 58] appeared first on Cordell Planning Partners.

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Eileen Lambert, a certified senior advisor with Oasis Senior Advisors, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the steps that seniors have to take in deciding their living arrangements as they age. She breaks down the housing options that seniors and their families have, when coming to their business. The post Deciding Your Living Arrangements [Episode 55] appeared first on Cordell Planning Partners.

Susan Shaefers, manager of the St. Louis Older Residence program, joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the role that the program plays in the lives of elderly St. Louis residents. The post Providing Services for the Elderly [Episode 54] appeared first on Cordell Planning Partners.

Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist joins attorney-CPA Joe Cordell and co-host Susan Arthur to discuss the benefits of a reverse mortgage in obtaining the financial resources to supplement your income after retirement. The post Utilizing Reverse Mortgages After Retirement [Episode 53] appeared first on Cordell Planning Partners.

Attorney-CPA Joe Cordell and co-host Susan Arthur break down the significance of putting safeguards in place in your powers of attorney or trusts, in order to protect financial assets. They explain how they protect the asset’s overall well-being and how the failure to do so can leave the asset vulnerable in the case of an The post Navigating Financial Safeguards in Trusts [Episode 52] appeared first on Cordell Planning Partners.