July 05, 2022
Geopolitical Risk, What Effect They Might Have?
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
- 3:27 My wife has dementia, I am taking care of her, but her dementia is getting to the point where I won’t be able to take care of her much longer. What are my options?
- 11:36 You set up our trust, but we use a separate financial planner and a separate CPA, they recommend that we don’t name the IRA’s as beneficiaries of the trust. Can you explain the pros and cons?
- 19:31 Geopolitical Risk, what effect they might have?
- 23:56 What is your beneficiary recommendation for Roth IRA?
- 25:12 IRS and Secure Act
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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.