Attorney-CPA Joe Cordell and co-host Susan Arthur dive into estate planning through the lens of celebrities and use them to highlight the ways that you can put a plan in place, in order to take care of those that you
Common Questions Regarding Your Plan [Episode 84]
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
Avicii’s Lack of Estate Plan Highlights Why You Should Have a Plan in Place
When you die without a plan in place, your wishes regarding all that you leave behind are unrealized. You do not have any say in what happens to any of the property or financial assets, and those you leave behind
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
The Importance of Having an Estate Plan
Sometimes, effective reminders are necessary to motivate the vital, but procrastinated decisions essential for planning for the future, and the month of May provides a number of good reminders, particularly for senior adults. May is National Stroke Awareness month. According