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    Common Questions Regarding Your Plan [Episode 84]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    eldercaredev January 29, 2019 Podcasts Read more

    Making Realistic Resolutions for 2019 [Episode 82]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    eldercaredev January 28, 2019 Podcasts Read more

    Investing in the Planning Process [Episode 72]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    eldercaredev October 6, 2018 Podcasts Read more

    Taking the Emotions Out of Estate Planning [Episode 69]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    eldercaredev September 15, 2018 Podcasts Read more

    Planning for Your Future [Episode 68]

    Joe Cordell speaking into a microphone for ElderTalk podcast

    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

    eldercaredev September 8, 2018 Podcasts Read more

    Navigating Family Issues in Estate Plans [Episode 64]

    ElderTalk podcast Tune In

    [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

    eldercaredev August 11, 2018 Podcasts Read more

    The Positives of Probate [Episode 63]

    ElderTalk podcast Tune In

    Attorney-CPA Joe Cordell and co-host Susan Arthur continue last week’s discussion, touching on irrevocable trusts and how the entity allows for the flexibility that many are looking for in their estate planning. They explain the features and limitations of irrevocable

    eldercaredev August 4, 2018 Podcasts Read more

    Avoiding Mistakes in Your Estate Planning [Episode 59]

    ElderTalk podcast Tune In

    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

    eldercaredev June 9, 2018July 9, 2020 Podcasts Read more

    Navigating the Rules of Life and Death [Episode 52]

    ElderTalk podcast Tune In

    Attorney-CPA Joe Cordell breaks down the rules to life and death, as they pertain to long-term health care and estate planning on this episode of ElderTalk with TuckerAllen. He talks about the importance of having a plan in place, so

    eldercaredev April 9, 2018July 9, 2020 Podcasts Read more

    Understanding Trusts

    grandparents sitting on the beach with their grandchildren

    When you create a trust, you are creating an asset. You are utilizing resources, in order to protect the financial interests of yourself or your designated loved ones. Depending on the type of trust, you can find yourself shaping your

    eldercaredev March 5, 2018July 9, 2020 Trusts Read more
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    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
    by TuckerAllen

    Attorney-CPA Joe Cordell discusses the dangers of leaving behind an inheritance that the recipient receives access to all at once.

    Mr. Cordell discusses the case of the NXIVM cult in which two of the cult’s members were the recipients of a family fortune at the age of 18, which led to increased involvement in the cult.

    Mr. Cordell uses the story to illustrate the importance of responsible estate planning. If you have any questions about estate planning or elder law, get in touch with an attorney at TuckerAllen.

    The post How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act appeared first on Joseph E. Cordell.

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