Joseph E. Cordell

Attorney, CPA, Author, Speaker

Having Confidence in Your Estate Plan [Episode 152]

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Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao to discuss estate planning and elder law mechanisms that you need to have in place, in order to maintain confidence with your future plans.

Teresa emphasizes the importance of having a plan in place and how the COVID-19 pandemic has acted as a reminder of it. She describes how personal the estate planning process can get and how dedicated estate planning and elder law attorneys are at connecting those personal stories with the outlined goals of the desired estate plan.

She emphasizes the importance of having the tough conversations regarding estate plans and who gets appointed to do what function. Teresa cautions against giving the same levels of responsibilities to the same people and how that may be counterproductive to decision-making within an estate plan.

Joe and Teresa explain what an institutional trustee is and how it can function in estate planning. Teresa also explains the ins and outs of probate and how it authenticates a will and allows assets to pass.

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Exploring Home Health Services During COVID-19 [Episode 149]

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Attorney-CPA Joe Cordell and co-host Jill Enders discuss different types of responses to the Coronavirus (COVID-19) pandemic across the United States. They also talk about Sweden’s health response, in juxtaposition to this country.

Afterward, they are joined by Premier Home Health CEO Ann Laiden, as they discuss Premier Home Health’s services and how they assist seniors.

Ann talks about her and her company’s response to the COVID-19 pandemic, as well as how Medicare has taken it upon themselves to emphasize the role of a nurse in senior health services.

She describes the skilled needs that patients require, in order to qualify for Medicare’s coverage, as well as how Medicare has responded to the pandemic, in relaxing requirements for homebound coverage.

Ann describes the boutique experience of Premier Home Health and how they personalize a health plan for each patient. She also talks about the mental health services that they provide via video conferencing and telephone.

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Balance of Life and Estate Planning During COVID-19 [Episode 148]

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Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by TuckerAllen attorney Teresa Yao, to discuss so many of the health risks associated with those vulnerable to the Coronavirus (COVID-19).

They talk how physical conditions and temperaments play a factor in contagion levels around the United States, as well as around the world. Joe, Jill, and Teresa highlight issues around the state and country, where companies are opening up their workplace.

The group discusses the impact that COVID-19 has had on Americans around the country, including unemployment, closure of companies, and possible mutations of the disease.

They describe how estate planning and long-term care planning instill balance to your life. Teresa dives into her process of building an estate plan, from both an asset and philosophical perspective. She highlights the importance of planning for the possibility that you may become incompetent.

Joe and Teresa dive into the process of constructing a durable Power of Attorney, including choosing an agent, choosing successor agents, and forming end-of-life decisions.

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Navigating the COVID-19 Financial Market [Episode 147]

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Attorney-CPA Joe Cordell and co-host Jill Enders are rejoined by Wealth Advisors and Certified Financial Planners Todd Oetken of R.W. Baird, to break down how the Coronavirus (COVID-19) pandemic has affected the practice of financial planning.

Todd talks about his interactions with clients and how the shelter-in-place orders have affected his clients (2:30), as well as how the market has impacted clients (3:55). He describes his feelings toward the pandemic and the emotional and social impact of it, from his client’s perspective (6:26) and navigates the complicated situation for those living paycheck-to-paycheck during the economic downturn of the pandemic (13:25).

He also explains the difference between an IRA and a Roth IRA (20:43), as well as long-term investments that are worth considering in a post-Coronavirus pandemic world (24:47). Todd breaks down what an ETF is (26:24) and why increasing one’s contribution to their 401K plan, if you have a stable job and have continued working throughout the pandemic, is a good idea (31:09).

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Navigating Financial Planning During COVID-19 [Episode 146]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by wealth manager Louis Wray, of Vine Wealth Management, to discuss the impact of the Coronavirus (COVID-19) pandemic on financial planning.

They talk about the current financial planning mindset amid the pandemic (4:53), as well as the consequences of dipping into your retirement early when you have financial concerns during this uncertain time (8:38).

Louis describes the type of impact that the current COVID-19 financial landscape will have on those looking to retire (16:18), as well as how the Cares Act affects seniors and those looking to retire (26:31).

He highlights why United States taxes likely will increase in the future (27:20) and describes the process of how you will be receiving the money that you will be getting through the Cares Act (30:33). Louis also talks about how filing your 2019 tax return may affect this process (31:41).

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