The uncertainty of the future can be a scary thing. As you get older, your body and your finances change, affecting every facet of your life and creating the need to make sure that you have a plan in place, should anything unforeseen occur.
When you create a trust, you are creating an asset. You are utilizing resources, in order to protect the financial interests of yourself or your designated loved ones. Depending on the type of trust, you can find yourself shaping your estate and your future.
Asset protection can certainly be complicated and confusing, especially for those with larger estates. However, there are straightforward steps that can be taken to protect property against potential future creditors, lawsuits and other unforeseen circumstances.
Attorney-CPA Joe Cordell and co-host Jill Albers break down the fundamental elements to planning for retirement. They highlight the importance of making responsible financial choices throughout your life, in order to create the assets necessary for a comfortable retirement. They
Attorney-CPA Joe Cordell and co-host Jill Albers discuss the innovations and intricacies involved in electronic wills. They currently exist in the state of Florida, and given the prevalence of esignatures, this digital innovation adds convenience to the state planning process.
Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Layden and Laura Adams of Premiere Home Health in St. Charles, Mo., to discuss the at-home alternative of entering in skilled care facility for treatment, their backgrounds, and their
When planning for your future, it is vital that you think about your health and possible outcomes that put your health at risk. While you may be healthy now, that quickly can change in the future, and you need to
Attorney-CPA Joe Cordell and co-host Jill Albers discuss many of the changes that have occurred in the economy and how it affects the methodology of saving money and planning for retirement. They dive into the various forms of benefits that
Attorney-CPA Joe Cordell and co-host Jill Albers navigate the ins and outs of trusts. They talk about the different perspectives that exist among clients who feel that a more detailed estate plan would be “controlling from the grave” versus clients
Abraham Lincoln once said, “You cannot escape the responsibility of tomorrow by evading it today.” So, are you surprised to learn that our 16th president—who also was an accomplished lawyer–died without a will? Lincoln is just one of many famous
Attorney-CPA Joe Cordell and co-host Jill Albers focus their discussion on the on-going debate of aging in place vs. moving to a facility or community that offers amenities and care options. They highlight an article from the Wall Street Journal
No one wants to think about a future, where they are unable to make decisions for themselves. No one wants to think about other people watching them incompetent and unable to decide for yourself how to proceed with your care,
Attorney-CPA Joe Cordell and co-host Jill Albers discuss the legal ramifications of having estate planning documents in place. Joe describes the role of the attorney and how they go about creating a comprehensive estate plan that reflects the wishes of