Weekly Wednesday Wisdom Webinars August 9, 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 www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder… Read more »
Weekly Wednesday Wisdom Webinars August 2, 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 www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning,… Read more »
Weekly Wednesday Wisdom Webinars July 5, 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 www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning,… Read more »
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… Read more »
If you’ve ever questioned the difference between guardianships and powers of attorney for seniors, you’re not alone. As a Michigan elder lawyer, I often field questions about these two distinct yet related legal mechanisms. Here’s an explanation to help you understand the nuances of each. Guardianships Explained Guardianships typically come into play when an… Read more »
For many retirees, dividing time between two beloved locations is the dream. Known as “snowbirds,” these individuals enjoy northern US states in the summer before flocking to warmer climes come winter. While this lifestyle has many advantages, it can significantly impact the distribution of your assets when you pass away. For instance, your home… Read more »
Inheriting assets is a mix of honor and responsibility. As a Michigan probate lawyer, I’ve seen many people unprepared for the implications of managing their inheritance. The inclination to treat an inheritance as “bonus” money is common, but there are many pragmatic ways to use these funds for future benefits. Integrating Inheritance into Your… Read more »
Going through a divorce is an emotionally charged, challenging process. Amid the whirlwind of legal proceedings, contacting an estate planning attorney might not be at the top of your to-do list—but it should be. A divorce, often referred to as dissolution of marriage, can stretch over several months, sometimes even years. During this period,… Read more »
Weekly Wednesday Wisdom Webinars June 14, 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 www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder… Read more »
Weekly Wednesday Wisdom Webinars June 28, 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 www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning,… Read more »
