Estate Planning

Kevin Peyson Financial & Insurance Service Near Me

Estate & Trust Fund Planning

Protect the things that matter most to you.

You may not be ready to think about what will happen when you're gone but trust us; it's a good idea to start thinking about it now. When you have an estate plan in place, you can rest easy knowing that your family will be taken care of and have the information they need to fulfill your wishes.
Estate planning is essential to help you prepare your family for the future. It will help you decide how you want to be cared for and who will be in charge of your affairs when you can no longer make decisions. The benefits of estates planning are numerous: you can ensure that your family will be taken care of financially if something happens to you; you can make sure that the people you love get what they need; you can make sure that the things you value most will be kept safe and preserved, and so much more!

We'll work with you to create an estate plan tailored specifically to your needs and goals—whether it's writing a will or setting up a trust fund; passing down specific items or creating a charitable legacy; or establishing guardianship for children or grandchildren who aren't yet old enough to make their own decisions on finances and investments.

At Peyson Insurance, we can help you with estate planning. The truth is that estate planning isn't just for the elderly or people with lots of money—it's for everyone. We'll work with you to ensure all of your bases are covered when it comes to protecting your family and assets.