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

Retirement and Legacy Blueprint Webinar – Episode #4

Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1 pm, www.wisdomwebinar.com to register or give our office a call at 844-885-4200.

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.

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.

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.

Retirement and Legacy Blueprint Webinar – Episode #1

In this episode, we talked about Taxes in retirement, the sale of a rental property, whether an annuity is protected from long-term care costs when to consider getting an estate plan in place.   Every Wednesday at 1 pm, Attorney and Advisor Christopher J. Berry, Esq.

Asset Protection and Family Law with John Ceci

Protect Your Assets from Creditors and the Costs of Long-Term Care If you are going through a process with any of the 4D’s – Divorce, Disability, and Death, assets come into play. There is really no guarantee on any type of asset protection.

Your Money Your Retirement

Leverage and Protect that Legacy So you move into retirement and there is little know-how on what you should be doing correctly in terms of planning. The whole process becomes puzzle pieces that can be mismatched easily. We can choose to focus our attention on the things we can control and start from there.

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.

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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