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Today’s Retirement is Different.

It’s not the final chapter in the book of life, but rather the beginning… a second act.  Join us at one of our workshops to see how we can help you put together a plan for the second-half of life.

VIEW OUR SEMINAR CALENDAR

Protect Yourself from the Devastating Cost of  Long-term Care.

We are living longer than ever.  Due to a greater longevity, long-term care costs are a huge concern with nursing home’s costing over $9,500 per month.  Learn strategies to protect everything you’ve worked for. 

VIEW OUR SEMINAR CALENDAR

Do You Need a Will or a Living Trust or a Castle TrustTM.

There is so much confusion of whether you need a will or trust out there, it’s hard to cut through the noise to find out what is right for your family.  Attend a free workshop where we go over creating your own rule book, your own estate plan customized to you and your family 

VIEW OUR SEMINAR CALENDAR

Your Steps to Financial Freedom and Creating The Legacy of Your Choice… Not the Government’s.

Protect your family from probate, the government, unnecessary taxes, and the devastating cost of long-term care.

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Understanding Where You Are Now

Determining Where You Want To Go icon

Determining Where You Want To Go

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Working Toward The Holistic Plan

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Providing Continual Services & Support

How Can We Help You?

Please click on any of our practice areas below to learn more about what we offer here at the Castle Wealth Group Legal.

Elder Law

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The cost of nursing home in Michigan can be over $9,500 per month.  Have you done everything you can to protect yourself and your family?  If estate planning is planning for what happens when you pass away, elder law is planning for what happens if you don’t. Read More

Medicaid Planning

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If you own a house and have assets you want to protect from the devastating cost of nursing home care, then you may want to explore Medicaid Planning. Read More

Asset Protection

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You’ve worked hard for what you’ve accumulated in life. Now is the time to protect it. Read More

Estate Planning

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As they say “no one gets out of here alive.”  Everyone needs to get their affairs in order.  Estate Planning consists of creating your own rulebook versus relying on the government’s rulebook of probate, guardianships and conservatorships. Read More

Retirement Planning

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As you move from an accumulation phase of life to preservation and distribution in retirement, you want to make sure your money lasts as long as you do. Read More

The "Social Security Elephant" in the Room: When, Why, and How Should I File for Social Security?

This 5-Minute, FREE Guide Will Show You Step-by-Step How to…

  • Check icon in brown outlineChoose what age to claim Social Security so you can maximize your benefits
  • Check icon in brown outlineReduce your tax exposure by factoring in these key considerations
  • Check icon in brown outlinePrepare for retirement by learning how to file for Social Security
The "Social Security Elephant" in the room: book cover with a black elephant seating on a chair

"This guide breaks down the complex considerations and over 2,700 Social Security claiming rules into a simple decision flowchart you can complete in 5 minutes."

What They Say

We can help you answer your income, investment, tax, health care and legacy planning questions by helping you build your financial plans for your future.

Brown quote iconYour team was friendly, professional and knowledgeable. What we appreciated the most was your timeliness and the accuracy of our documents.Brown quote icon

William & JoAnn

Recent Retirees

Anyone who works with Chris can rest assured that they are working with one of the top practitioners in the field. We have many mutual clients and they always speak very highly of him. His passionate commitment to the field of elder law and estate planning is truly impressive.

Sal Curcuru

CPA in Farmington Hills

From the Blog

Check out our recent blog posts regarding planning for the 2nd half of life and more

Retirement and Legacy Blueprint Webinar – Episode #3

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. Read More

Retirement and Legacy Blueprint Webinar – Episode #2

On this webinar we talk about refinancing a house, how the Secure Act affects your IRA’s, why you want to avoid probate, does a Ladybird deed make sense. Every Wednesday at 1 PM, Attorney and Advisor Christopher J. Berry, Esq. Read More

The New Paradigm of Retirement

There is an old paradigm of retirement where you defer tax payment as long as possible until you find out that you pay more in taxes with this approach. This may be resonating with you right now if you are in the higher tax bracket. Read More