March 30, 2023
Understanding Financial Liability When Serving as a Power of Attorney: Insights from Atty. Chris Berry
Weekly Wednesday Wisdom Webinars February 15, 2023
Certified Elder Law Attorney and Certified Financial 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 Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.
In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 0:00 Introduction
- 1:29 Is a person financially liable when they act as a Power of Attorney?
- 5:24 In a Trust with a married couple, when does the tangible personal property get distributed?
- 7:30 Can I put my Required Minimum Distributions into a Trust?
- 10:57 Sister who owns a condo needing long-term care
- 15:13 Can I make a Trust with conditions?
- 18:09 How do I not renew a CD?
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.