The holidays bring families together… multiple generations under one roof, to share stories and look ahead. And as Peter with Richon Planning explains to Erin Kennedy it’s also an ideal time to start meaningful conversations about family finances and the legacy you want to leave behind. The truth is, 60% of wealth transfers fail simply because families never talk about them. Opening the door to that conversation now can reduce stress later and help protect the people you care about most. If your family is ready to take that first step, Peter is here to help start that discussion and make the process feel simple, supportive, and clear. To set up a complimentary appointment, please call (919) 300-5886 or visit www.RichonPlanning.com
