Joe Cordell speaking into a microphone for ElderTalk podcast

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 about the costs that go into the estate planning process and how saving money in the planning process does not always translate into your wishes being executed after you die.

Joe discusses how the amount of money you have factors into the decision-making involved in estate and long-term planning, as well as how an experienced elder law attorney will be the one completing all of the necessary tasks to create a comprehensive and complete will or trust.

Joe also talks about how important the customization aspect of the planning process is. When you go online for a form, you may not be getting all of the customization you may require, and Joe explains why it is important to invest in the extra aspects of your long-term plan.

Investing in the Planning Process [Episode 72]