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 are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken of R.W. Baird, to talk about the money issues that seniors and their families often face when it comes to retirement and long-term
Attorney-CPA Joe Cordell and co-host Jill Albers discuss the financial aspect of planning for in-home and long-term care, on this episode of ElderTalk with Joe Cordell. They highlight a survey by Genworth Financial regarding the cost of care, and Joe
Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Warren and Mark Dwyer, of the Rehabilitation Institute of St. Louis. They talk about the challenges that seniors face when injured, as well as their journey regaining their health
Attorney-CPA Joe Cordell is joined by Jill Enders of KTRS and online editor and “roving reporter” Dan Pearce break down all of the intrigue surrounding the estate of former Chicago Cubs player Ernie Banks. They break down the case, as
Clear intentions are a priority when planning your estate. Your estate planning documents need to be able to outline your wishes and illuminate a path to action that reflects what you had in mind. In order to create these plans
Attorney-CPA Joe Cordell highlights the importance of having all of the necessary estate planning documents in place as you age, on this episode of ElderTalk with Joe Cordell. Joe details the ins and outs of long-term care insurance, as well
Attorney-CPA Joe Cordell and Villages of St. Peters Memory Care Administrator April Haskins highlight aspects of the independent, assisted, nursing, and long-term care experience. They dive into the decision-making process heading into deciding that living by one’s self, as well
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Villages of St. Peters Memory Care administrator April Haskins to break down some of the factors that go into the decision of leaving one’s home and entering an independent or
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Roberts & Kohler/Hilliard Lyons, a Robert Baird Company, to discuss a variety of topics related to financial planning and retirement.
Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about relevant topics pertaining to Medicaid, long-term care, estate planning, and more. Joe and Susan describe what undue influence is and how evidence of cognitive issues can help support the