How to Split a Legacy Trust

Weekly Wednesday Wisdom Webinars August 30, 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 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 answers the questions below.

  • 1:48 My father passed away with a Legacy Trust. Now we need to split the proceeds between me and my two brothers. How does that work?
  • 5:41 Client’s mom died. The client’s sister is handling the administration. Mom had an IRA of 200k. What happens next?
  • 10:36 Assuming you live to 100, is it best to take Social Security at 70 or much sooner if you take Social Security checks and keep your other money invested longer to push out that breakeven point?

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