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
Answering Questions About Long-Term Planning [Episode 45]
This week on ElderTalk, attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions about housing, Medicaid, asset protection, power of attorney, and long-term planning. They identify the steps you may need to take if someone becomes incapacitated, as well
Utilizing Trusts To Protect Your Assets [episode 4]
Attorney-CPA Joe Cordell explains many of the misconceptions regarding trusts and details how they can be utilized to help protect a person’s assets regardless of their economic standing.