Highlighting Celebrity Estate Planning Issues Part 2 [Episode 89]

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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, litigation occurred.

Joe and Susan also discuss musician and aspiring politician Sonny Bono and his lack of will during the time of his death. They highlight how her former wife, Cher, sued the estate for unpaid alimony and was able to collect, despite her own success.

They talk about R&B singer Barry White and the lack of updates of his will. This, paired with the fact that his divorce to his second wife was not made legal, caused problems among the family members involved.

Joe and Susan also break down the issues surrounding Michael Jackson’s last wishes and the issues surrounding having a pour-over will and not putting the assets in a trust, as well as the estate of former Miami Dolphins owner Joe Robbie and the problems he had with his will, revocable trust, and his spouse’s forced share. They wrap up the show by discussing how much money Leona Helmsley gave her dog after she died.

Highlighting Celebrity Estate Planning Issues Part 1 [Episode 88]

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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 guardianship that are in place. They talk about the possibility of a prenuptial agreement providing safeguards that could quell the concerns of the children.

Joe and Susan discuss the detailed will and trust of Frank Sinatra and the company that his daughter was running, but was left to his wife, Barbara. They also discuss former Chief Justice of the Supreme Court Warren Burger and his 176-word will. The division of assets was not evenly split, causing discord among family members.

They also talk about the will of Lauren Bacall and the taxes due on her estate. Joe discusses issues involving liquidity in estate planning. Joe and Susan wrap things up by talking about Lisa Marie Presley and her issues surrounding her father’s estate and the issues surrounding her own finances.

Learning More From Your Pharmacist [Episode 87]

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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 ability to answer the pressing questions that you may have, regarding the medication that you take. Joe and Dr. Levy discuss how important a pharmacist is in an era of specialists in medicine, as well as the pharmacist’s ability to promote safety, health outcomes that doctors are looking for when prescribing, and the peace of mind for you when you take them.

Dr. Levy discusses the resources that seniors have in the community, in order to gain more information about the medications that they take. The group also discusses the process of becoming a board-certified geriatric pharmacist, as well as common problems that seniors have with their medications.

Understanding Nursing Homes Part 2 [Episode 86]

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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 senior’s health history, doctor’s orders, and prescriptions, among other items of information. He also explains what a comprehensive person-centered care plan is, as well as the regulations regarding informing family members of significant changes in the senior’s health.

Joe goes into detail on areas that government regulations forbid within nursing homes and long-term care facilities. The issues that seniors face in long-term care facilities need to be treated, and the families need to be notified with explanations given. Joe also details alternatives to restrictive methods that long-term care facilities may employ for the safety and well-being of the senior, as well as issues surrounding facility staffing.