When planning for your future, it is vital that you think about your health and possible outcomes that put your health at risk. While you may be healthy now, that quickly can change in the future, and you need to
Questions and Answers About Medicaid [Episode 117]
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
Is Medicaid Right for You? [Episode 99]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion on Medicaid and long-term care. They describe the social and homely environment that many long-term care facilities and nursing homes attempt to cultivate, as well as the factors that
Dissecting Medicaid, Medicare, and Long-Term Care [Episode 98]
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into everything surrounding Medicare, Medicaid, and the long-term care you may receive as you get older. They talk about the differences between Medicare and Medicaid, as well as who these particular programs
The Rules and Application Process of Medicaid [Episode 81]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on Medicaid, how to qualify for Medicaid, as well as the important dates involving Medicaid. Joe breaks down the form that is used in the division of assets involved in
Dissecting Medicaid [Episode 80]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion regarding Medicaid. They discuss how Medicare, as a form of health insurance, and how it is not a method of paying for long-term care. They explain the difference between
Snapshot Dates and Timelines When Applying for Medicaid [Episode 77]
Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the ins and outs of Medicaid on this episode of ElderTalk with Joe Cordell. They break down the necessary steps in planning as we age. Susan talks about how emergencies can incite
Protecting a Spouse’s Assets When Planning for Long-Term Care [Episode 76]
Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk with Joe Cordell to discuss the financial planning necessary for long-term care and how to preemptively prevent problems from occurring when you get older. Attorney-CPA Joe
Navigating Wills and Trusts Part 2 [Episode 62]
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