When you get older, you find yourself facing realities in your present that you always felt you would face further down the line. Whether they are the physical changes that your body goes through as you get older or the
Be Aware of Special Tax Advantages for Senior Citizens
The painful annual process of completing your taxes is daunting at any age, and it often does not get much easier as you leave your working years behind. The woes of tax season for senior citizens can be compounded by
Be Aware of Important Medicare Changes for 2019
For American citizens over the age of 65, access to health insurance through Medicare is a wonderful perk. Subsidized government health care can be a welcomed relief after dealing with private insurance and costly prescriptions for much of their adult
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
Answering Questions About Long-Term Planning [Episode 45]
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
Utilizing Trusts To Protect Your Assets [episode 4]
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.