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
3:11 1. Vital estate documents include Financial POA and Medical POA. The documents are signed by the agent/successors. I recently heard that those endorsements should be re-affirmed annually by simply resigning and dating the original document.
Is this valid advice? Do the alternates need to reaffirm as well?
He also indicated that Raymond James requires semi-annual reaffirmation with a notary. I know some brokerages use their own forms. If someone doesn’t have the specific form, will the brokerages still honor the FPOA?
9:17 2. Son passed at age 40, and worked for 6 different companies, how do I find out if he has other assets?
12:00 3. What are the pros and cons of IUL vs FIA?
20:15 4. Can elder care parents put home in a trust with no exposure to Medicare?
23:39 What economic policies do I look for with politicians in terms of voting?
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.
