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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, having a plan for asset transfer, having conversations with
your family members about what you have decided, making sure that you have
Powers of Attorney and health care directives created, so that your wishes regarding
financial and medical decisions can be realized by a loved one, having a
reliable emergency alert tool, joining a walking program, so that you can get
the exercise in, and getting a physical, committing to a social club or
activity, so that you can gain the physical benefits of social interaction with
others.
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By Life's Third Act
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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, having a plan for asset transfer, having conversations with
your family members about what you have decided, making sure that you have
Powers of Attorney and health care directives created, so that your wishes regarding
financial and medical decisions can be realized by a loved one, having a
reliable emergency alert tool, joining a walking program, so that you can get
the exercise in, and getting a physical, committing to a social club or
activity, so that you can gain the physical benefits of social interaction with
others.