Show notes
Trusts can feel complicated, and for many families, unnecessary. But in the right situation, a trust can be a powerful tool to protect your assets, avoid probate, and keep control in the right hands. In this conversation, Peter with Richon Planning and Erin Kennedy break down when a trust makes sense, when it doesn't, and why beneficiary designations can be just as important as the estate plan itself. If you'd like to sit down with Peter to talk through whether a trust makes sense for you and your family, please call (919) 300 - 5886 or schedule a complimentary appointment by visiting www.RichonPlanning.com

