Entries by Abby Johns

Understanding Nursing Homes Part 1 [Episode 85]

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 […]

Common Questions Regarding Your Plan [Episode 84]

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 […]

Learning About Elder Orphans [Episode 83]

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 […]

Making Realistic Resolutions for 2019 [Episode 82]

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, […]

The Rules and Application Process of Medicaid [Episode 81]

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 […]

Dissecting Medicaid [Episode 80]

Attorney-CPA Joe Cordell and co-host Susan Arthur continue their ongoing discussion regarding Medicaid. They discuss how Medicare, as a form of health insurance, and how it is not a method of paying for long-term care. They explain the difference between rehabilitative and custodial care and how Medicare and Medicaid play a factor in paying for […]

Grandparenting During the Holiday Season [Episode 79]

Back by popular demand, attorney-CPA Joe Cordell and co-host Susan Arthur are rejoined by Larry Fowler, of Legacy Coalition, as they discuss the complications surrounding grandparenting during the holiday season. He talks about the joys and challenges that surround the logistical side of the holiday experience, as well as the pitfalls surrounding grandparents offering parenting […]

Selecting Senior Housing and Care [Episode 78]

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined by Jeannie Krause Taylor MSW, LCSW, C-ASWCM, senior care manager, president for Pathway for Aging and a 20-year professional in social work. She also is the present of the Board of Directors for Housing Options Provided for the Elderly (HOPE). They discuss the issues that seniors […]

Protecting a Spouse’s Assets When Planning for Long-Term Care [Episode 76]

Mark Werner, owner of Cornerstone Advisors and certified financial planning professional, returns to ElderTalk with Joe Cordell to discuss the financial planning necessary for long-term care and how to preemptively prevent problems from occurring when you get older. Attorney-CPA Joe Cordell and co-host Susan Arthur ask Mark about the how cashflow can affect long-term financial […]