Show Notes - July 14, 2017 - Estate Planning, Taxes, and Trusts

If you missed the original broadcast, watch the show here. 

 

Segment 1

Tim Takacs interviews Barbara Boone McGinnis, CELA and Debra King, LMSW, and elder care coordinator at Takacs McGinnis Elder Care Law, PLLC  about the basics of estate planning. 

 

 

Segment 2

Kristy Brassell, a certified public accountant with McMurray, Fox & Associates, a public accounting firm in the Nashville area, and Frank Cardenas, the founder of FEDlogic, LLC, discuss estate planning for traditional couples. 

 

 

Segment 3 

Kristy Brassell, a certified public accountant with McMurray, Fox & Associates, a public accounting firm in the Nashville area, and Frank Cardenas, the founder of FEDlogic, LLC, discuss estate planning for unmarried and non-traditional couples. 

 

 

Segment 4

Jana Lisle Parham, a Certified Financial Planner and Senior Vice President of Lisle Parham Wealth Management in Nashville, talks about estate planning as it relates to women.

 

 

Segment 5

Rosemary Frank, Principal of Rosemary Frank Financial in Brentwood, talks about the estate planning implications for women when divorce is a factor in their equation.

 

 

Behind the Scenes

In the control room while Marielena Ramos directs segment 2 with Kristy Brassel and Frank Cardenas.

 

Resources

Keep scrolling to learn more about concepts, organizations, and information mentioned in the show.

Estate Planning for Tradition & Non-Traditional Families

Contact Kristy Brassel, CPA at McMurray, Fox & Associates, PLLC, 615-824-2724, www.mcmurrayassociates.com.
Contact Frank Cardenas at FEDlogic, Inc., 615-830-4630, www.fedlogicgroup.com

Retirement Planning for Women

Contact Jana Lisle Parham at Lisle Parham Wealth Management, www.ubs.com/team/lpwm, 615-750-8188.

Women and Divorce

Contact Rosemary Frank at Rosemary Frank Financial, LLC, 615-595-6850, www.RosemaryFrank.com.

 

If You Need a Bit of Extra Help...

If you have questions about the estate planning process, trusts, or elder law, it can be useful to work with an elder law attorney. At Takacs McGinnis Elder Care Law, we speciallize in helping clients and their families plan for the long-term care journey. We can help you, too. Just give us a call at 615.824.2571.

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