Why Sharing A Copy Of Your Trust with a Bank Might Not Be The Best Move

Why Sharing A Copy Of Your Trust with a Bank Might Not Be The Best Move


In this informative video, we delve into the crucial question of why it might not be advisable to provide a copy of your Revocable Living Trust to a bank. Discover the key reasons behind this strategy and gain insights into how to maintain the privacy and security of your trust. By understanding the nuances of managing your trust’s information, you can make more informed decisions about safeguarding your financial future. Don’t miss out on these valuable insights – watch now!


Certified Elder Law Attorney and Certified Financial Planner Christopher Berry of Castle Wealth Group answer questions on retirement and estate planning every Wednesday at 1pm. Register here https://bit.ly/2VaojOK​​​​​​ 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 Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

Castle Wealth Group helps families with their legal, financial, and tax planning for their retirement and legacy.

With the use of legal structures like revocable living trusts, Castle Trusts (asset protection trusts), Chris Berry and Castle Wealth Group can help your family plan, protect, and preserve what is important through their Retirement and Legacy Blueprint Process.

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