Attorney-CPA Joe Cordell and co-host Susan Arthur dive into

They discuss the story surrounding Buzz Aldrin and his

Joe and Susan discuss the detailed will and trust of Frank

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.

Attorney-CPA Joe Cordell and co-host Susan Arthur are joined

Dr. Levy highlights the pharmacist’s ability to answer the

Dr. Levy discusses the resources that seniors have in the

Attorney-CPA Joe Cordell and co-host Susan Arthur continue

Joe states that a resident assessment plan is a document

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.

Attorney-CPA Joe Cordell and co-host Susan Arthur detail the

Joe talks about the standards and requirements of skilled

Joe details the federal and state activities of daily living

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 address or wrong last name on a Power of Attorney document requires getting a new one, how competency can play a factor in determining whether or not someone is fit to live on their own, utilizing the legal maneuvering involved in creating a new Power of Attorney, in order to override the decision-making of someone named in the original one, the time that it takes to settle an estate, and so much more.

Joe and Susan discuss what the best way is to give money to

Attorney-CPA Joe Cordell and co-host Susan Arthur discusses

Joe and Susan discuss the impact that not having family members

They talk about the necessary steps that family members who

Attorney-CPA Joe Cordell and co-host Susan Arthur kick off

In no particular order, Joe and Susan discuss having

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 your records and established values.

Joe cautions against cutting corners in this process, detailing how the applications process comes under penalty and could result in criminal prosecution if done incorrectly. He talks about the snapshot date and how the community spouse has a range of value of assets that they can keep, in order to stay qualified for Medicaid.

Joe explains the Name on the Check rule, as well as what minimum monthly maintenance is. He offers several examples involving real life issues that can affect Medicaid and the assets available to the community spouse. He also details the economics of the Medicaid industry regarding facilities and beds for those in need of long-term care.

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 care.

Joe explains how many of the facilities that provide care eventually may have to reevaluate whether the care is rehabilitative or not after 100 days and how those who have substantial financial assets can qualify for Medicaid. Joe talks about the importance of choosing a lawyer for a Medicaid issue who has experience in this area.

Joe describes how a snapshot date is the first day of the first continuous 30-day period of hospitalization or institutionalization and how that date can define what assets are available to the community spouse. Joe also describes the difference between the snapshot date and the application date.

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 advice to their own children.

Larry emphasizes the act of grandparenting, as opposed to parenting, which means leaving issues of disciplining children to the parents themselves and support the decisions of your children in those types of matters. He says that influence comes from relationships and not from control and highlights the counterproductive nature of attempting to control situations during the holiday season.

He also talks about the importance of one-on-one time between a grandparent and a grandchild and how that time can benefit a grandparent-grandchild relationship. Larry highlights how asking questions can help you relate to your grandchild.