Tag Archive for: estate planning attorney

Navigating Family Issues in Estate Plans [Episode 64]

[vc_row][vc_column][vc_column_text]Attorney-CPA Joe Cordell and co-host Susan Arthur touch upon the will and probate process discussed last week before they dive into the possible conflict that can arise among families regarding estate plans. Joe will explain how courts handle no contest clauses with wills and how many going through the estate planning process will initiate a transfer before the estate plan goes into effect, in an effort to prevent conflict.

He details why a video may be a beneficial medium, in detailing the wishes of the estate plan in many situations. Joe explains that a spousal share entitles a spouse a share of the estate. They talk about the ins and outs of an augmented estate, which is a court consideration of a transfer intended to defraud the marital rights of the surviving spouse.

Joe also breaks down durable Powers of Attorney for health care and how important it is to find the right person to appoint as your agent.[/vc_column_text][/vc_column][/vc_row]

Avoiding Mistakes in Your Estate Planning [Episode 59]

Attorney-CPA Joe Cordell and co-host Susan Arthur break down the mistakes that notable individuals have made in their estate plans. For example, former Supreme Court Justice Warren Burger did his own estate planning and left out provisions that ended up costing his loved ones. Doris Duke was not discerning in her choice of executor and trustee when she was estate planning, costing the charities that she wanted to help significant amounts of money.

Florence Griffith Joyner did not inform her family where her estate documents were located, making it so her probate took four years to close. Michael Jackson never fully funded his trust, leading to public fights, probate courts and more.

Joe and Susan highlight how important it is to have a lawyer that understands estate law and avoid the mistakes that others have made. Additionally, Joe highlights how trusts can reduce the challenges and risks that many who utilize wills may come across.[/vc_column_text][/vc_column][/vc_row]

Navigating the Rules of Life and Death [Episode 52]

Attorney-CPA Joe Cordell breaks down the rules to life and death, as they pertain to long-term health care and estate planning on this episode of ElderTalk with Joe Cordell. He talks about the importance of having a plan in place, so that your wishes are known and can be carried out.

The Importance Of Elder Law And Estate Planning [Episode 1]

Attorney-CPA Joe Cordell discusses important decisions concerning health, finances, and long-term care that aging adults are often faced with and offers smart strategies to plan for the future.