MICHIGAN ESTATE PLANNING LAWYERS

Best Michigan estate planning blogs

March 21, 2023

Do You Need A Self-Cancelling Installment Note?

In this episode of Berry's Bites, Chris Berry answers the question: Do I need a Self-Cancelling Installment Note?     Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at ...

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March 16, 2023

What are Defined Outcome and Buffered ETF?

In this episode of Berry's Bites, Chris Berry answers the question: What are Defined Outcome ETFs/Buffered ETFs and why may they make sense now as part of your portfolio?   Estate Attorney and Advisor Chris Berry of Castle Wealth Group ...

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February 23, 2023

What Is the Role of a Key Holder in a Castle Trust?

In this episode of Berry's Bites, Chris Berry answers the question: With a Castle Trust you mentioned the role of a “key holder” can you explain that more and is that different than a trustee?   Estate Attorney and Advisor ...

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