Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by April Haskins and Ann Warren of the Villages of St. Peters Memory Care to discuss dementia, Alzheimer’s, and memory loss and how the treatment of the symptoms is a focus
Qualify for Long-Term Care Veterans Benefits
The Department of Veterans Affairs (VA) has finalized new rules that make it more difficult to qualify for long-term care benefits. The rules establish an asset limit, a look-back period, and asset transfer penalties for claimants applying for VA pension
Learning More About Reverse Mortgages [Episode 73]
Bill Nass, vice president of Gershman Mortgage and a reverse mortgage specialist returns to Elder Talk with Joe Cordell to discuss how reverse mortgages can help seniors meet their financial needs. Attorney-CPA Joe Cordell and co-host Susan Arthur ask him
Investing in the Planning Process [Episode 72]
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
Understanding Your Medicare Options
In the 1960s, a number of members of the Baby Boomers generation said they wanted to change the world. Years later, they are. According to data from the Pew Research Group, approximately 10,000 Americans reach the age of 65 every
Avoid Writing the Full Check [Episode 77]
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
Affording Long-Term Care [Episode 70]
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
Taking the Emotions Out of Estate Planning [Episode 69]
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
The Importance of Having a Will
If you were anywhere near a TV, radio, or newspaper in August, you undoubtedly heard that Aretha Franklin, “The Queen of Soul,” had died. Tributes and remembrances poured in, as countless Americans honored the singer of such famous hits as
Planning for Your Future [Episode 68]
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