A State of Mind, Law, Legacy and Life with Sunny Rickard
"A State of Mind, Law, Legacy and Life with Sunny Rickard" empowers families and business owners with thoughtful estate planning. Sunny Rickard delivers international and domestic strategies for asset protection, trust administration, and peace-of-mind legacies.
Episodes
Episode Summary:
In this episode, Sunny, a Principal Attorney at Rickard Law, APC, delves into the intricacies of international estate planning when family assets or business interests span multiple countries. From the complexities of cross-border property transfers to the importance of comprehensive estate plans aligning US and offshore entities, Sunny highlights the critical considerations families must address. Understanding the...
Episode Summary: Discover the key differences between revocable and irrevocable trusts and learn which type may best suit your estate planning needs. Sunny, a seasoned attorney, breaks down the essential aspects of trusts, highlighting the benefits and considerations for families. Gain insights into why setting up a trust can be a vital step towards securing your assets and ensuring a smooth transfer to future generations.
Key Time...
Episode Summary:
In this foundational episode, Sunny Rickard shares her immigrant journey and personal loss that ignited her estate planning passion. The discussion debunks wealth myths, outlines four core documents—revocable trust, will, powers of attorney, healthcare directive—and weaves in values, incentives, and legacy letters for plans that protect assets and relationships.
Key Timestamps:
00:01 - Show Introduction and Perso...
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