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    Navigating Wills and Trusts Part 2 [Episode 62]

    ElderTalk podcast Tune In

    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

    eldercaredev July 28, 2018July 9, 2020 Podcasts Read more

    Navigating Wills and Trusts Part 1 [Episode 61]

    ElderTalk podcast Tune In

    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

    eldercaredev July 27, 2018 Podcasts Read more

    Answering Questions About Long-Term Planning [Episode 45]

    ElderTalk podcast Tune In

    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

    eldercaredev February 12, 2018 Podcasts Read more

    Utilizing Trusts To Protect Your Assets [episode 4]

    ElderTalk podcast Tune In

    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.

    eldercaredev February 25, 2017 Podcasts Read more

    The Importance Of Elder Law And Estate Planning [episode 1]

    ElderTalk podcast Tune In

    Attorney-CPA Joe Cordell discusses important decisions concerning health, finances, and long-term care that aging adults are often faced with and offers smart strategies to plan for the future.

    eldercaredev February 4, 2017 Podcasts Read more

    Recent Posts

    • Planning Retirement With Deferred Gratification [Episode 131]

      Planning Retirement With Deferred Gratification [Episode 131]

      January 4, 2020
      Attorney-CPA Joe Cordell and co-host Jill Albers break down the fundamental elements to planning for …Read more
    • Understanding Electronic Wills [Episode 130]

      Understanding Electronic Wills [Episode 130]

      December 28, 2019
      Attorney-CPA Joe Cordell and co-host Jill Albers discuss the innovations and intricacies involved in electronic …Read more
    • Receiving Skilled Care at Home [Episode 129]

      Receiving Skilled Care at Home [Episode 129]

      December 21, 2019
      Attorney-CPA Joe Cordell and co-host Jill Albers are joined by Ann Layden and Laura Adams …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.

    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
    How to Responsibly Leave an Inheritance – EP. 39 – Life’s Third Act
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