EP 055 Carrie Harrington, Partner & Chair Levenfeld, Pearlstein, LLC

Carrie Harrington says her favorite topics to talk about are death and taxes. She says it with a sense of humor as she tries to make clients comfortable speaking about the topics and reminding them that having conversations and creating a plan is better than nothing, even if it’s not perfect.
Carrie, Partner and Chair of the Trust & Estates Group, Levenfeld, Pearlstein, was named Illinois Super Lawyers, Rising Star 2017-2021 and Emerging Lawyer, Leading Lawyer Network. She has been a member of the Chicago Estate Planning Council since 2014.
In her practice, Carrie provides estate plans, generation-skipping trusts, gift planning, real estate transfers, and several other estate planning tools and options. She also assists financial institutions with trust and estate administration.
In our conversation, Carrie gives valuable insights on things to consider with your estate planning. We discuss:
·        If there are multiple children, just pick one for decision making.
·        The difference of a beneficiary to what’s stated in a will.
·        How to avoid probate.
·        Understanding trusts and determining if it’s right for your situation.
·        Resources for finding an attorney for trusts and estates.
·        Portability of tax exemptions and keeping up with Congress.
Enjoy the show!
Connect with Carrie:
Website: https://www.lplegal.com/home
LinkedIn: https://www.linkedin.com/in/carrieaharrington/
LinkedIn: https://www.linkedin.com/company/levenfeld-pearlstein/ 
Facebook: https://www.facebook.com/lplegal1
Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Carrie Harrington says her favorite topics to talk about are death and taxes. She says it with a sense of humor as she tries to make clients comfortable speaking about the topics and reminding them that having conversations and creating a plan is better than nothing, even if it’s not perfect.

Carrie, Partner and Chair of the Trust & Estates Group, Levenfeld, Pearlstein, was named Illinois Super Lawyers, Rising Star 2017-2021 and Emerging Lawyer, Leading Lawyer Network. She has been a member of the Chicago Estate Planning Council since 2014.

In her practice, Carrie provides estate plans, generation-skipping trusts, gift planning, real estate transfers, and several other estate planning tools and options. She also assists financial institutions with trust and estate administration.

In our conversation, Carrie gives valuable insights on things to consider with your estate planning. We discuss:

·        If there are multiple children, just pick one for decision making.

·        The difference of a beneficiary to what’s stated in a will.

·        How to avoid probate.

·        Understanding trusts and determining if it’s right for your situation.

·        Resources for finding an attorney for trusts and estates.

·        Portability of tax exemptions and keeping up with Congress.

Enjoy the show!

Connect with Carrie:

Website: https://www.lplegal.com/home

LinkedIn: https://www.linkedin.com/in/carrieaharrington/

LinkedIn: https://www.linkedin.com/company/levenfeld-pearlstein/ 

Facebook: https://www.facebook.com/lplegal1

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices