Married and Trust: Who Should Be the Beneficiary of the Different Accounts?
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
2:32 We are married and set up a trust, who should be the beneficiary of the different accounts? Spouse or Trust?
6:46 If a couple has a trust and estate docs in MI, then moves to KY (or anywhere else) are they still valid? If not can they be amended for the new state?
10:30 If a married couple has a joint trust, then gets divorced, what needs to be done with the trust?
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.
