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:
See omnystudio.com/listener for privacy information.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.