Julia Allen, Regional Liaison for the St. Louis area of Claim, discusses how seniors can find out what the best Medicare option is for them.
Denise Lee, certified professional organizer and coach, was a guest speaker this week on Elder Talk. She discussed what to do with your “stuff” as you age. Denise owns Clear Spaces Professional Organizing and Coaching. Resources To find a Professional Organizer: St. Louis Chapter of National Association of Productivity and Organizing: www.napostl.com Helpful Hints for Organizing: www.napo.com Recommended… [Read More]
Attorney-CPA Joe Cordell, founder of Cordell Planning Partners, recently appeared on an episode of Today’s Issues to discuss the founding of Cordell Planning Partners and the firm’s mission.
Attorney-CPA Joe Cordell, founder of Cordell Planning Partners, recently appeared on KPLR-11 News to discuss the rapidly rising need for elder law attorneys.
April Haskins and Ann Warren of the Villages of St. Peters Memory Care will appear on an upcoming episode of Elder Talk to discuss how dementia, Alzheimer ’s disease, and memory loss can cause so many problems as we age and to explain what older adults can do to counter these harmful conditions. Your golden… [Read More]
On the Saturday, June 3, edition of Elder Talk, Attorney-CPA Joe Cordell will discuss severe weather preparedness for seniors. Everyone should take the proper precautions when severe weather strikes, but some extra steps are needed to ensure elderly adults remain safe. Some tips you should always follow for severe weather preparedness include: Check on elderly… [Read More]
Joe Cordell, Principal Partner and Founder of Cordell Planning Partners, is scheduled to speak at a National Business Institute seminar covering how to qualify for Medicaid while minimizing financial loss. The seminar is scheduled to run from 9 a.m. to 4:30 p.m. on Tuesday, May 9, at the Holiday Inn St. Louis-Forest Park (5915 Wilson… [Read More]
In his most recent column for Financial Advisor Magazine, Joe Cordell, Principal Partner and Founder of Cordell Planning Partners, explained what role a financial advisor can play in post-divorce estate planning. Creating an estate plan can ensure that all the pieces of an individual’s estate are distributed promptly to the proper beneficiaries while minimizing the… [Read More]
Most people only have a vague notion of what a will and living trust is. Since both involve transferring or protecting assets, they’re often confused. But both of these documents serve different purposes. What is a will? A will essentially does four things: Gives instructions how to distribute assets and property upon death Names beneficiaries… [Read More]
One of the most important decisions you’ll make when preparing a will is selecting someone to serve as executor. An executor helps manage your affairs and distributes assets after you’re gone. Selecting a reliable executor ensures your loved ones will receive their inheritance in a timely manner while choosing the wrong one can lead to… [Read More]