Gregory Ricks Live Help

Welcome to Gregory Ricks & Associates, how may I help you?

Robert in MS: Uh oh. Does my Mother-In-Law’s trust have to file a tax return?

Robert from Pass Christian, Mississippi calls into Winning at Life to find out if his Mother-In-Law’s irrevocable trust is required to file a tax return every year… because it hasn’t.

The Basics of Estate Planning

Gregory Ricks & Associates GPS

As the world evolves, your financial challenges evolve too. To help you reach your financial goals, you need to see more, know more and do more. Our Financial GPS provides visibility into all of your assets. You gain a holistic view of your complete financial situation, so you know more about your financial life style

Winning at Life TV: Do you have a Financial Advisor or a Salesman?

Winning at Life with Gregory Ricks shows you how to tell if you’re getting investment advice from a Financial Advisor or just a salesman. We explain the difference between the two, and why it’s so important to be getting guidance from someone who can work in all of the financial worlds instead of pushing a

Winning at Life: What do I do if I strike oil?

Winning at Life with Gregory Ricks has Ken call in and ask about his parents’ new oil discovery. Gregory recommends monthly payments instead of lump sum, and look to fund a trust to better control how the assets are passed down. You will also need to coordinate the trust with an updated will to prevent