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/.
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