Spring Cleaning

May 10, 2019

Segment 1: Tim Takacs and Barbara McGinnis discuss spring clean-up of legal documents.

How to Organize Your Legal Documents

Segment 2: Chadwick D. Richards AWMA CMFC, a Financial Advisor with Waddell & Reed, Inc. joins Tim and Barbara to discuss getting finances in order.

How to Organize Your Finances

Segment 3: Carl Davis, CPA, Managing Partner at Davis, Brown & Company PLLC, joins Tim and Barbara to talk about organizing tax documents.

How to Organize Tax Documents

Segment 4: Tina Plichta, Professional Organizer and Owner of Orderly Manner, joins Tim and Barbara to talk about decluttering.

Cleaning Out the Clutter

Segment 5: Marnie Matthews, MSW, LCSW, Clinical and Crisis Case Management Specialist, joins Tim and Barbara to talk about hoarding as a mental health disorder.

Understanding Hoarding Disorder

Resources

Learn more about concepts, organizations, and information mentioned in the show.

Takacs McGinnis Elder Care Law, PLLC
615.824.2571
www.tn-elderlaw.com

Chadwick D. Richards AWMA CMFC Waddell & Reed, Inc.
615.399.0128 x 106
www.chadrichards.wradvisors.com

The information presented on this show is solely for informational purposes and is not to be construed as personal recommendation or advice related to your personal situation. For more detailed information regarding any of the topics discussed on today’s show please call 615-490-7051.

Davis, Brown & Company PLLC
www.davisbrowncpas.com
Hendersonville – 615.822.0231
Portland – 615.325.4394

Orderly Manner
www.orderly-manner.com,
615.477.8396
tina@orderly-manner.com

The Clutter Movement
www.thecluttermovement.com
marnie@thecluttermovement.com
615.617.5484

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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.

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