estate trust Archives - ElderCare Law

Understanding Aging Services [episode 24]

David Sykora and Anneliese Stover, of the St. Louis Area Agency on Aging highlight the importance of aging services, the benefits of eldercare professionals and how the caregiving program covers the city of St. Louis.

A Comprehensive Senior Plan [episode 18]

Planning so that you are financially secure and your long-term care is taken care after 60 is crucial and often more challenging than planning for earlier life stages. Attorney-CPA Joe Cordell discusses the steps needed for a good plan.

How To Keep Smiling After Age 60 [episode 10]

Author, humorist and motivational speaker Judy Schreur explains the secrets to remaining happy after age 60.

Elder Care Q & A [episode 9]

Attorney-CPA Joe Cordell answers questions from listeners about real-life challenges related to the aging process.

The Importance Of Elder Law And Estate Planning [episode 1]

Attorney-CPA Joe Cordell discusses important decisions concerning health, finances, and long-term care that aging adults are often faced with and offers smart strategies to plan for the future.

ElderTalk with TuckerAllen

ElderTalk podcast offers smart strategies for seniors and an open forum for older adults with important questions about their future.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Missy Shands Manning to discuss many of the missteps that people make when estate planning. This not only includes mishandled estate planning documents, but also includes failing to create estate planning documents altogether.

Missy describes the biggest problem with only creating a will, as opposed to a comprehensive estate plan that also features a trust and Powers of Attorney for both financial and health care matters. She walks through the process of conservatorship appointment in the cases, where you do not have a Power of Attorney in place and highlights the differences between conservatorship and guardianship. The panel also breaks down many of the reasons why people do not have their estate planning documents already created.

Missy explains the functions of a pour-over will and how it is utilized for those that forget to include assets in their living trust. She also describes the risks in creating online wills through forms and talks about the importance of finding an attorney that focuses on estate planning and elder law.

The post Protecting Yourself From Common Estate Planning Mistakes [Episode 175] appeared first on Joseph E. Cordell.