Blog

Read our recent blogs regarding planning for the 2nd half of life and more!

Tax Efficient Retirement Strategies

Planning a Tax-Free Retirement is NOW If you are getting close to retirement or retired now, what are the moves that you should be doing to ensure that your retirement is as tax efficient as possible?

Michigan Estate Planning Lawyer Explains 3 Ways to Avoid Probate | Avoid Probate in Michigan

In today’s episode of Berry’s Bites. We explain the 3 Ways to Avoid Probate in Michigan with Michigan Elder Law Attorney, Christopher J. Berry, Esq., CELA Meet Roger, Roger is frustrated, because when his parents passed away they did not avoid probate. Now he is in probate court. Dealing with a judge.

What is Estate Planning in Michigan | Brighton, Michigan Estate Planning and Elder Law Attorney

In today’s episode of Berry’s Bites. We talk about what goes into basic Estate Planning with Michigan Elder Law Attorney, Christopher J. Berry, Esq., CELA Here is the auto-generated transcript: Hi, this is Chris Berry and today we’re going to talk about estate planning in Michigan.

What Is a Lady Bird Deed? | Michigan Estate Planning Lawyer Explains What Is a Lady Bird Deed

Michigan Elder Law Attorney, Christopher J. Berry, Esq., CELA talks about Lady Bird Deed today on Berry’s Bites. Here is the auto-generated transcript: Hi there. This is Chris Berry certified elder law attorney with Castle Wealth Group Legal.

Smoked Brisket, Estate Planning, and Elder Law

Finding the Right Tools to Reach Your Estate Plan Goals Many people believe that having an estate plan simply means drafting a will or a trust. You may ultimately find yourself left with a lot of questions before you even start.

Five Ways to Help Your Finances Recover

The Effective Approach to Financial Recovery Regardless of what is causing your financial setback, your path to financial recovery will require a set of action steps. You may believe your situation is unique, but many are walking the same path as you.

Legal, Financial and Tax Planning Move in Scary Times

The Legal, Financial and Tax Planning Response Standpoint What are the things you should be doing to move forward and put yourself in the best position from a legal, financial and tax response standpoint during this scary time? This sounds cliche but I’m sure you’ll agree that we can’t control the things happening around us.

10 Things We Can Learn From the “Scary Times” Success Manual

The “Scary Times” Success Rule book We can’t control the events happening around us but we can definitely control our actions and responses. Because of this, I chose to focus on the upside instead of the downside. The same can be applied towards investment.

MICHIGAN EXECUTIVE ORDER No.2020-41 Allows Remote Signing of Legal Documents

Governor Whitmer signed Executive Order No. 2020-41 that allows remote signing and notarization of legal documents such as wills, trusts, powers of attorney and deeds in Michigan as of April 9th, 2020.

Two elderly couple are holding a paper and carefully reading its statement

Long-Term Care Costs Continue To Rise

Have you planned for long term care? Do you know how you would pay for long-term care if you became ill or incapacitated? Many people think of long-term care in terms of a nursing home for elderly residents.

Legal, Financial and Tax Planning Strategies in These Scary Times

Michigan Elder Law Attorney, Christopher J. Berry, Esq., CELA lays out 3 Key Legal Steps you should be making and 4 financial ideas to consider. Here is the auto-generated transcript: Hey everyone, this is Chris Berry with another episode of Berry’s bites.

Michigan Estate Planning Attorney and Advisor Christopher Berry gives some Tips for “Scary Times”

Michigan Estate Planning Attorney and Advisor Christopher Berry gives some Tips for “Scary Times” Michigan Estate Planning Attorney and Advisor Christopher J. Berry of Castle Wealth Group (www.MichiganEstatePlanning.com, gives 10 tips for dealing with “Scary Times” and Market Volatility. He shares these tips from Dan Sullivan of Strategic Coach.

Coronavirus and the Need For Powers of Attorney and Disability Documents in Michigan | Berry’s Bites

The Elder Care Firm Coronavirus and the Need For Powers of Attorney and Disability Documents in Michigan Today we’re going to talk about the importance of powers of attorney, especially in times like this with the coronavirus and everything that’s going around. People may need medical attention sooner rather than later.

Two businessman hand gestures while holding a pen

The Importance of Power of Attorney Documents During Times of Uncertainty

The world is currently facing a severe and ever-evolving threat unlike any other in recent history—the Novel Coronavirus, also known as COVID-19.  Every day we unpack more information about this pandemic—who it affects, how it evolves, and how we should respond.  The number of those affected has rapidly climbed each day.

An image of COVID-19 virus structure in microscopic view

Coronavirus Preparedness from Castle Wealth Group

Here at Castle Wealth Group, we think of our clients as family. As such we want you to know that your health and safety is our first priority. We are monitoring the situation surrounding Coronavirus (COVID-19) and we are listening to the recommendations made by the CDC and the WHO.

A market volatility graph with money rate in the dollars

3 Strategies to Protect Against the Market Volatility caused by the Coronavirus Outbreak | Berry’s Bites

Many thought 2020 would be a volatile year with market volatility. Most people were looking to the run since 2008 plus a presidential election.

What You Need to Know About Medicare for Healthcare Planning for Retirement

How Much Do You Know About Medicare? When planning for retirement, there are five key areas to focus on… income planning, investment planning, tax planning, legacy planning and healthcare planning. For many retirees, Medicare has a huge role in healthcare planning, and Medicare is what we will be talking about on today’s show.

Checklist for Estate Planning When Remarrying

Checklist for Estate Planning When Remarrying — Tips from a Michigan Estate Planning Lawyer A century ago, most people who got married remained married until “death do us part.” Divorces occurred, but not at the rate that divorces occur in this century.

The Secure Act and What it Means for Your Retirement Accounts

Are You Ready for the SECURE Act? The SECURE Act has changed key elements of retirement and estate planning, turning the whole industry on its head. Today’s show focuses on the strategies that can be used in the post SECURE Act world to ensure you have a tax efficient retirement.

Tributes Continue to Pour in for Kobe Bryant and Other Victims of Helicopter Crash

Family, friends, and fans continue to offer tributes to Kobe Bryant and the other victims of a tragic helicopter crash. On Sunday, January 26, 2020, Bryant, his daughter, and seven other individuals were flying in Bryant’s private helicopter to a basketball tournament. At approximately 10 a.m., the helicopter crashed in a field in Calabasas.

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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