Attorney-CPA Joe Cordell and co-host Susan Arthur identify some of the missteps that people make in their estate planning and highlight methods of avoiding these mistakes. They talk about the legal side of facing disasters when traveling with loved ones
Avoid Common Missteps in Your Estate Plans [Episode 108]
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into some of the more common mistakes that people make when estate planning. They talk about the hazards surrounding losing track of where your will is or not updating it. Joe and
The Hazards of Forms in Estate Planning [Episode 107]
Attorney-CPA Joe Cordell and co-host Susan Arthur caution the hazards surrounding forms on this episode of ElderTalk with Joe Cordell. They discuss the importance of planning for your future, and not just after you die, as well as the consequences
Preventing Family Feuds [Episode 105]
Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate. Joe
Making Balanced Financial and Estate Planning Decisions Part 2 [Episode 95]
Attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by last week’s guests, Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company. They talk about their background in Certified Financial
Making Balanced Financial and Estate Planning Decisions Part 1 [Episode 94]
Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Wealth Advisors and Certified Financial Planners Todd Oetken and Grant Roberts, both of Hilliard Lyons, a Robert Baird Company, as they detail the difficulties that elders face as they get
Protecting Your Assets in a Litigious World [Episode 93]
Attorney-CPA Joe Cordell and co-host Susan Arthur highlight how to protect your assets in a litigious world on this episode of ElderTalk with Joe Cordell. Joe discusses how corporations or other types of entities have methods of protection, in order
Building Your Team for Planning Your Future [Episode 91]
Attorney-CPA Joe Cordell and co-host Susan Arthur break down the role of an elder law attorney, on this week’s episode of ElderTalk with Joe Cordell. They highlight the uncertainty that the future includes and how having a plan in place,
Highlighting Celebrity Estate Planning Issues Part 2 [Episode 89]
Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on estate planning issues that arise for celebrities. They discuss musician Ray Charles and the issues surrounding the trusts that he established for his children, as well as the amount
Highlighting Celebrity Estate Planning Issues [Episode 88]
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