Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions, regarding issues that those facing the aging process would find helpful. These questions answer topics surrounding protecting assets, when you are attempting to qualify for Medicaid, whether payments to third-parties
Making Realistic Resolutions for 2019 [Episode 82]
Attorney-CPA Joe Cordell and co-host Susan Arthur kick off 2019 by discussing practical New Year’s resolutions, so that you can be benefit from the changes you make in the new year. In no particular order, Joe and Susan discuss having
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
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
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
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
Avoiding Mistakes in Your Estate Planning [Episode 59]
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the mistakes that notable individuals have made in their estate plans. For example, former Supreme Court Justice Warren Burger did his own estate planning and left out provisions that ended up
ElderTalk with TuckerAllen Posts New Episode About Safeguarding Assets
For those interested in learning more about estate planning, probate, long-term care, health issues, and the aging process, ElderTalk with TuckerAllen provides a voice for these important conversations. Featuring attorney-CPA Joe Cordell and co-host Susan Arthur, ElderTalk with Joe Cordell
Navigating the Rules of Life and Death [Episode 52]
Attorney-CPA Joe Cordell breaks down the rules to life and death, as they pertain to long-term health care and estate planning on this episode of ElderTalk with TuckerAllen. He talks about the importance of having a plan in place, so