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How Improper Legacy Planning Can Be Costly
Heidi Ricken-Provost discusses legacy planning and how it can be a complicated process. Heidi shares a story about someone she knew who handled a trust the wrong way and their heirs ended up paying nearly 40% in taxes. Heidi lays out what funding a trust properly means, steps to take, and how Ricken Financial works with attorneys and tries to get clients’ affairs in order. This organization helps reduce billable hours and, thus, legal fees.
Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to https://rickenfinancial.com/.
Click here to learn more about Ricken Financial events or call 314-442-6476.
Find the Rickens on social media and YouTube:
YouTube
See omnystudio.com/listener for privacy information.
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By Gerry and Heidi Provost RickenHeidi Ricken-Provost discusses legacy planning and how it can be a complicated process. Heidi shares a story about someone she knew who handled a trust the wrong way and their heirs ended up paying nearly 40% in taxes. Heidi lays out what funding a trust properly means, steps to take, and how Ricken Financial works with attorneys and tries to get clients’ affairs in order. This organization helps reduce billable hours and, thus, legal fees.
Get your complimentary meeting with Heidi and Gerry to make a comprehensive plan for your retirement – call 314-442-6476 or go to https://rickenfinancial.com/.
Click here to learn more about Ricken Financial events or call 314-442-6476.
Find the Rickens on social media and YouTube:
YouTube
See omnystudio.com/listener for privacy information.