July 27, 2023
Divorce to Separate Assets for Long-Term Care Not Being a Good Idea
Weekly Wednesday Wisdom Webinars May 17, 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
- 1:23 How does a Castle Trust protect assets from lawsuits?
- 6:27 Divorce to separate assets for Long-term care not being a good idea
- 11:21 Capital gains on brokerage accounts to protect assets vs keeping in Roth to protect from capital gains
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.