Mark Werner, owner of Cornerstone Advisors and certified financial planning professional returns to ElderTalk with Joe Cordell to discuss financial planning, as it pertains to housing for the elderly. Attorney-CPA Joe Cordell and co-host Susan Arthur join Mark in the
It is Time to Celebrate the Importance of Grandparents
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
Navigating Wills and Trusts Part 2 [Episode 62]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on wills and trusts. They break down the roles you assign to others when you create a will or trust and how conflict can arise when you have one person
Navigating Wills and Trusts Part 1 [Episode 61]
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
Help Protect Your Adult Children with a Power of Attorney Document
At this time of the year, millions of people across the country are preparing to send their sons and daughters off to college, and that transition often comes with a wide range of bittersweet emotions. On one hand, it can