As you get older, how you pay for your living expenses, as well as any care you may require, becomes more of a pressing issue. If you are a senior without a plan in place, you may react like many
Giving to those we love can be a joyful experience, and that is especially true for most parents. Some people’s warmest memories probably include giving presents to their young children and sharing in the resulting happy reactions. As you and
When you are planning for your future, you need to understand the financial aspects of every decision that you make. You need to know how much your plans and the care you will require will cost. You also need to
As millions of America’s Baby Boomers transition into their older years, many are understandably concerned about their future living arrangements and long-term health care. Such worries may be especially troubling if your personal financial situation and estate plans are not
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
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
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
Attorney-CPA Joe Cordell details the important components needed to help plan for a secure and enjoyable life after age 60.
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.