Understanding Nursing Homes Part 1 [Episode 85]

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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 addresses major concerns that historically do exist in the quality of care and meeting the expectations of the senior and their family members.

Joe details the federal and state activities of daily living and highlights their importance in deciding what type of facility is best for the senior in question. He also talks about what law reforms have come to pass, in regards to any possible safety issues that can arise. Joe details the issues surrounding wandering and elopement at the skilled care or long-term care facility.

Common Questions Regarding Your Plan [Episode 84]

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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 wrong last name on a Power of Attorney document requires getting a new one, how competency can play a factor in determining whether or not someone is fit to live on their own, utilizing the legal maneuvering involved in creating a new Power of Attorney, in order to override the decision-making of someone named in the original one, the time that it takes to settle an estate, and so much more.

Joe and Susan discuss what the best way is to give money to your grandchildren, what a 529 plan is, the benefits of a trust, and how insurance policies can affect qualifying for Medicaid.

Learning About Elder Orphans [Episode 83]

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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-type unit in communities. They also talk about churches and the various organizations that exist, in order to take care of seniors who find themselves in these difficult situations.

They talk about the necessary steps that family members who live far away from their aging family members have to take, in order to allow them to stay in their home while they can. However, Joe and Susan highlight taking the necessary steps before emergencies arise. Joe also discusses durable Power of Attorneys and who you could potentially choose to represent your best interests.

Making Realistic Resolutions for 2019 [Episode 82]

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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 family members about what you have decided, making sure that you have Powers of Attorney and health care directives created, so that your wishes regarding financial and medical decisions can be realized by a loved one, having a reliable emergency alert tool, joining a walking program, so that you can get the exercise in, and getting a physical, committing to a social club or activity, so that you can gain the physical benefits of social interaction with others.