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 benefitsResources mentioned in this episode[37:15] IRSAbout Natalie Perry, CPANatalie 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 NatalieWebsite: Harrison LLPLinkedIn: Natalie M. Perry CPA JDFollow Us On Social MediaYouTube: Truly Passive IncomeTikTok: @trulypassiveincomeInstagram: @truly_passive_incomeFacebook: Truly PassiveTwitter: @trulypassiveDownload Our FREE Passive Investor ToolkitEverything you need to get started in passive investing - Download Here Mentioned in this episode:Sponsored by Nomad CapitalLooking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.

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