Wills, Trusts & Family Dynamics - Platinum Talks Wealth |...

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Platinum Talks Wealth?

This episode is 22 minutes long.

When was this Platinum Talks Wealth episode published?

This episode was published on March 4, 2024.

What is this episode about?

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...

Can I download this Platinum Talks Wealth episode?

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