Natalie M. Perry, Chicago Partner and ACTEC Fellow, shared her insights on the intricacies of estate taxes, probate avoidance, and charitable giving within estate planning during an interview with John Creekmur of Creekmur Wealth Advisors for his podcast, Great Decisions, Incredible Lives.
Their conversation around securing your legacy and how you can adapt it with complex family dynamics is now a chapter in Creekmur’s recently published book, Your Blueprint for Purpose: Build the Life You’ve Always Dreamed About.
For more than two decades, Natalie has advised clients on strategies for achieving tax-efficient estate planning and income tax planning. She focuses her practice on advising high-net-worth individuals and their families on how to structure their estate plans creatively to accomplish their goals for the transfer of their wealth.
Natalie is a frequent speaker at professional education events for attorneys and accountants. She is currently chair of the Communications Committee and an active member of the Business Planning Committee for ACTEC.
You can listen to Natalie’s full podcast interview here and read the chapter, “Legacy Matters: Exploring Estate Planning,” here.
Learn more about Creekmur Wealth Advisors and the book, Your Blueprint for Purpose: Build the Life You’ve Always Dreamed About, by visiting their website.
