June 08, 2022
Recent Changes to RMDs for Beneficiaries?
Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi. In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 0:00 Introduction/Positive Focus
- 1:45 Do fiduciaries sell annuities?
- 6:39 If a person passes and their spouse has Alzheimer’s, how does the POA/Executor sell the home?
- 11:24 Is a Castle Trust the same as a Medicaid Irrevocable Trust?
- 15:40 Are these weekly webinars recorded? Where can I find them?
- 16:55 Any recent changes to RMDs for beneficiaries?
- 20:22 One article said IRA can be named as beneficiary of living trust even after living trust, pros and cons.
https://michiganestateplanning.com/
https://www.castlewealthlegal.com/home
About Castle Wealth Group
Contact Castle Wealth Group for all your estate planning needs. We build a perfect strategy for your retirement, including income planning, investment planning, tax planning, health care planning, and legacy planning. Visit our website or call us at 844.885.4200 or email us for your financial advice.
Join our Weekly Wisdom Webinars
Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.