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Joseph E. Cordell

Attorney, CPA, Author, Speaker

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The Positives of Probate [Episode 63]

August 4, 2018 by jceditor

Attorney-CPA Joe Cordell and co-host Susan Arthur continue last week’s discussion, touching on irrevocable trusts and how the entity allows for the flexibility that many are looking for in their estate planning. They explain the features and limitations of irrevocable trusts and how the experience of an elder law attorney can assist you in determining if they are the best option for you and your estate.

Afterward, Joe and Susan dive into the probate process, highlighting the ins and outs of this necessary procedure. They discuss the interpersonal side of the process and how it can affect the financial side.

Probate is a procedure that can take time and cost money, but the process offers the protection and analysis that you need, in order to make sure that your wishes are honored. Joe and Susan discuss what happens with probate when someone dies without a will versus when they do have a will.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/Elder-Talk-7-28-18.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: estate administration, probate, probate attorney, probate attorney near me, probate court, probate court near me, probate estate, Probate lawyer, probate lawyer near me, probate of will, probate process, wills and probate

Legal Aspect of Aging [Episode 43]

January 29, 2018 by jceditor

Attorney-CPA Joe Cordell and Susan Arthur discuss the range of legal options you may qualify for as you age. They break down some of the issues that the middle class face, in qualifying for Medicaid. Mr. Cordell also explains the importance of taking the first step in estate planning and how spending money on an elder law attorney now can save you money in the future.

https://media.blubrry.com/lifes_third_act/media.blubrry.com/eldertalk/content.blubrry.com/eldertalk/01-27-2018.mp3

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Filed Under: ElderTalk, Podcasts Tagged With: administrator of estate, avoiding probate, elder law firm, estate planning definition, federal estate tax, federal inheritance tax, law of inheritance, Medicaid, medicaid planning, national caregivers day, probate estate, wills and trusts

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