September 26, 2024
Implications of Distributing Assets from Transfer on Death Accounts and IRAs to an Individual Trust When Not Funded in the Grantor’s Trust
Weekly Wednesday Wisdom Webinars July 24, 2024
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.
0:08 Does Distributing assets from Transfer of Death accounts and IRAs to the Individual Trust named in the Grantor’s Trust, create a problem when the assets are not funded in the Grantor’s Trust?
5:55 Can Mom and Dad sell their primary home, then move into their vacation home up north full time for at least two years and when they sell, avoid paying capital gains on that up to the $500k limit?
Visit our websites to learn more
https://michiganestateplanning.com/
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