Life's Third Act

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 and Susan break down how an estate plan that has not been updated can cause problems, as well as how expectations can cause family members to clash with o...

Attorney-CPA Joe Cordell and co-host Susan Arthur break down the abilities that a Power of Attorney document gives the designated attorney-in-fact. Joe simplifies what a Power of Attorney is and talks about the historical context of empowering a designated individual to make a decision on your behalf. Joe describes the different types of Powers of Attorney and their different functions. He discour...

Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you. Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature about investing, so that you can stay informed on...

Co-host Susan Arthur begins her journey highlighting nursing homes and long-term care facilities within the St. Louis metropolitan area with the Villages of St. Peters Memory Care in this audio walking tour. She joins Villages of St. Peters Memory Care administrator April Haskins. April takes Susan through the facility and talks about how some of the features of the facility, such as a pool table...

Attorney-CPA Joe Cordell and co-host Susan Arthur make an announcement regarding the show, detailing how ElderTalk with Joe Cordell is going to highlight living arrangements as you age more often on the show. On this episode, Joe and Susan are joined by Cordell Planning Partners Business Manager Keri Stoner to discuss the variety of communal living arrangements available in the St. Louis metropoli...

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss some of the speed bumps that can occur when you designate someone as a beneficiary in a will. Susan tells the story of a couple and the controversy surrounding the late wife’s pension fund and which family member or members she named as the beneficiary or beneficiaries to her pension fund. Joe explains a variety of legal terms and clauses t...

Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion on Medicaid and long-term care. They describe the social and homely environment that many long-term care facilities and nursing homes attempt to cultivate, as well as the factors that allow you to qualify for Medicaid. Joe highlights the evolution in financial strategies on how people spend and save their money as...

Attorney-CPA Joe Cordell and co-host Susan Arthur dive into everything surrounding Medicare, Medicaid, and the long-term care you may receive as you get older. They talk about the differences between Medicare and Medicaid, as well as who these particular programs are for. They talk about the small percentage of long-term care that Medicare legally is allowed to cover, as well as Medicaid qualifica...

Attorney-CPA Joe Cordell and co-host Susan Arthur highlights cautionary tales of celebrities and notable figures who have made mistakes in planning for the future. They talk about how these individuals’ care and finances went wrong before they died, due to the lack of protection and planning for the uncertainty of the future. Joe and Susan talk about the importance of trusting the person that you...

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the issues surrounding the possibility that we may find ourselves alone at the end of our lives. They talk about the historical and cultural events that have caused this to occur within the societal family dynamic, as well as life care and how vital planning is to the aging process. Joe talks about the importance of picking someone with goo...

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 Planning and how the qualifications of your Certified Financial Planner can help shape the way you plan for the future. They high...

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 older, through the lens of Joe’s late aunt. They highlight many of the areas where having a financial planner benefited her after her husband pass...

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 to lower the risk of losing assets. He explains what joint tenancy by the entirety is and how it can affect lawsuits that can result in the loss of as...

Attorney-CPA Joe Cordell and co-host Susan Arthur dive into the devastating impact that kidney disease has with Dr. John Arthur, Director of Nephrology of the University of Arkansas for Medical Sciences and Susan’s brother-in-law. They discuss the shocking statistics surround kidney disease and break down what dialysis is and the types of dialysis there are. Dr. John Arthur also talks about what k...

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, created by an experienced elder law attorney can help put your mind at ease. They talk about how proper planning can help protect your life’s work and how buildin...

Attorney-CPA Joe Cordell and co-host Susan Arthur discuss the tools that are available if or when you have dementia or some type of cognitive issue as you get older and you require specific care. They highlight this issue through the lens of the case of Kise and Larry Davis, as featured in the AARP magazine . They discuss how Larry had been taking care of his stepmother, Kise, from a distance unti...

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 that he left for his charitable foundation. Due to a lack of clarity and updates regarding the amounts being given to each child, litigati...

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 care about. They discuss the story surrounding Buzz Aldrin and his desire to get married again, despite his children’s concerns regarding competence and the legal implements regarding...

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by pharmacist and director of HbL PharmaConsulting Dr. Hedva Barenholtz Levy to discuss her work as a certified geriatric pharmacist in St. Louis. They break down her the importance of medication adherence, as well as any potential health risks related to the medication that you take as you age. Dr. Levy highlights the pharmacist’s abili...

Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion from the previous episode about nursing homes and long-term care facilities. Joe explains the historical timeline of legislation that regulated the nursing homes and long-term care facility industry, as well as what a resident assessment plan is. Joe states that a resident assessment plan is a document that includes the se...

Attorney-CPA Joe Cordell and co-host Susan Arthur detail the ins and outs of nursing homes. Joe breaks down the different types of facilities that exist and the different types of services that each of them offers. Joe talks about the standards and requirements of skilled care and long-term care facilities. These facilities have a specific standard that they are expected to maintain, and Joe addre...

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 are subject to the five-year look-back rule of Medicaid, whether or not writing the wrong address or...

Attorney-CPA Joe Cordell and co-host Susan Arthur discusses the challenges that come up when you are an elder orphan, and Susan explains that an elder orphan is an aging adult who does not have adult children close by or at all, a spouse, or family members that are close by. Joe and Susan discuss the impact that not having family members in the area has, as well as the need to create a familial-ty...

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 important estate planning documents located in a place where other people know where they are, having a plan for asset transfer, having conversations with your famil...

Attorney-CPA Joe Cordell and co-host Susan Arthur continue their discussion on Medicaid, how to qualify for Medicaid, as well as the important dates involving Medicaid. Joe breaks down the form that is used in the division of assets involved in the Medicaid qualification process, as well as the importance of coming prepared with all of your records and established values. Joe cautions against cutt...