Future-Proof Your Legacy through Estate Planning with Natalie Perry, CPA

Truly Passive Income

Click play and take the first step towards a more secure tomorrow in today’s episode with Natalie Perry, CPA. Listen in for a thought-provoking discussion on estate planning and its importance in safeguarding your family’s future. This is a conversation you won’t want to miss!

Key takeaways to listen for

• [00:37] What is estate planning, who needs it, and why is it important
• [11:09, 24:08] How does estate planning help your beneficiaries and future generations?
• [15:11] The risks of not having an estate plan
• [20:54] How much does estate planning cost
• [31:01] Why you need to name your kids’ guardians in your will
• [36:22] Ways your estate plan can give to charity and its benefits

Resources mentioned in this episode

• [37:15] IRS

About Natalie Perry, CPA

Natalie is an attorney at Harrison LLP. She helps clients address estate planning and probate legal issues. She graduated in 1995 from DePaul University College of Law and was admitted to practice law in 1995. She represents clients in the Chicago area.

Natalie is a frequent speaker at professional education events for attorneys and accountants. Natalie was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) in 2016. She is currently chair of the Communications Committee and an active member of the Business Planning Committee for ACTEC.

Natalie is also a member of the board of directors of the Chicago Estate Planning Council. From 2018 through 2019, Natalie was Chairperson for the Hinsdale Hospital Foundation.

Connect with Natalie

• Website: Harrison LLP
• LinkedIn: Natalie M. Perry CPA JD

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