Estate Planning, Taxes, and Trusts

July 14, 2017

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 1 Video

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 2 Video

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 3 Video

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 4 Video

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.

Segment 5 Video

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 Extra Help...

If you have questions about the process of aging, it can be useful to work with an elder law attorney. At Takacs McGinnis Elder Care Law, we specialize in helping clients and their families navigate the many twists and turns that can occur during the long-term care journey. We can help you, too. Just give us a call at 615-824-2571.

  • Answer the question below:
    Is seven < than eight? (true/false)

Contact Us