Financial advisor Peter Richon of Richon Planning speaks with Kristin Williams, Executive Vice President of Advanced Tax Planning at Succession Capital. Their conversation explores how advanced tax and estate planning strategies can support long-term financial organization and decision-making. They cover topics such as trust structures, business transitions, multi-generational planning, and the coordination of tax and estate strategies. Kristin offers perspective on how individuals and families can approach complex planning needs with greater clarity, especially when managing significant assets or preparing for future transitions. This discussion highlights ways to think more strategically about wealth, legacy, and structure—both during life and beyond. For questions, contact Peter at (919) 300-5886 or visit www.RichonPlanning.com.

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