Many senior adults will readily say that one of the greatest joys of growing older is becoming a grandparent. Elder citizens who were busy and successful during their earlier working years now have more time for interaction and shared experiences
Understanding Guardianship and Conservatorship [Episode 66]
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the history of a Durable Power of Attorney and explain that a guardian refers to the care of the physical person, as well as the person appointed to make decisions about
Establishing a Durable Power of Attorney [Episode 65]
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,
The Importance of Vaccinations for Senior Citizens
As summer is winding down and cooler weather approaches, many will soon be hearing that familiar seasonal greeting: “Have you gotten your flu shot yet?” August is National Immunization Awareness Month, and it is well timed. This annual observance is
Navigating Family Issues in Estate Plans [Episode 64]
[vc_row][vc_column][vc_column_text]Attorney-CPA Joe Cordell and co-host Susan Arthur touch upon the will and probate process discussed last week before they dive into the possible conflict that can arise among families regarding estate plans. Joe will explain how courts handle no contest
The Positives of Probate [Episode 63]
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