Natalie Perry

BIO-

Relying on my years of experience as an attorney and CPA, my mission is to empower you with strategies to optimize your wealth transfer and safeguard your assets from potential creditors.

Delving into the intricacies of tax implications like estate tax, gift tax, and generation-skipping transfer tax, I meticulously analyze and craft customized plans that maximize tax efficiency while preserving your legacy for future generations. In collaborating with me, you'll benefit from my unwavering dedication to safeguarding your wealth and securing your family's future. I thrive on tackling complex challenges, particularly when it comes to orchestrating seamless business successions and estate plans for affluent families.

By offering clear and concise advice in plain English, I demystify the often bewildering world of planning, minimizing stress and confusion along the way. My expertise spans a wide spectrum, encompassing everything from devising strategies for closely held business interests to establishing family foundations to fulfill your philanthropic aspirations while maximizing income tax savings.

Topics Natalie speaks on-

Dying without an estate plan can create a multitude of problems for your family.

Sub topic #1

Understanding what estate planning is and why it's important.

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Sub topic #2

Failure to title assets properly can derail your estate plan and result in unnecessary taxes.

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Sub topic #3 -

Estate plans should be kept current and reviewed with your attorney every few years.

A full media kit is available.

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