Episode 58: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Natalie Perry, Estate Planning Attorney & CPA. She advises clients on strategies for achieving tax-efficient estate planning and income tax planning.
Natalie also supports trustees, executors, and beneficiaries in trust and probate administration, including handling IRS audits. Join us we talk money memories, wills, trusts and family dynamics.
Guest:
Natalie Perry
https://harrisonllp.com/professionals-natalie-m-perry/
Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.
