MICHIGAN ESTATE PLANNING LAWYERS

Best Michigan estate planning blogs

November 23, 2023

Intelligent Step When Trying to Add Free Tax IRA

Weekly Wednesday Wisdom Webinars Sept. 20, 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 1 p.m. www.wisdomwebinar.com to register or give our office ...

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November 21, 2023

How to Pay the Roth Conversion | IRA Exit Strategy?

How to Pay the Roth Conversion | IRA Exit Strategy?   Navigating your retirement accounts? Learn about the vital step in your IRA exit strategy – "How to Pay the Roth Conversion!" This informative video breaks down the essential aspects ...

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November 16, 2023

3 Types of Joint Ownership

3 Types of Joint Ownership   In this educational video, we explore the concept of joint ownership and its various forms. Discover the three primary types of joint ownership and understand how they work in different scenarios. Whether you're considering ...

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October 26, 2023

To Roth or Not to Roth

Weekly Wednesday Wisdom Webinars Sept. 6, 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 ...

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October 24, 2023

How to Split a Legacy Trust

Weekly Wednesday Wisdom Webinars August 30, 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 ...

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