April 16, 2024
Can I be the trustee of my own Irrevocable Trust?
Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm.
Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200.
Want to book a 15-minute call with Chris Berry? Register at 15chris.com to book a schedule in his calendar.
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.
On this week’s webinar, attorney and advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 1:12 Can I be the trustee of my own Irrevocable Trust?
- 5:41 My parents have most if not all their assets in a Trust. Is that enough to protect them from needing to use those to pay for care?
- 7:46 How much can you gift for a year?
Visit our websites to learn more
https://michiganestateplanning.com/
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