Understanding what counts as income in retirement is crucial for effective financial planning. In this episode of Berry’s Bites, attorney and financial adviser Chris Berry from Castle Wealth Group Legal breaks down the key sources of income retirees need to consider, including required minimum distributions (RMDs), pre-tax account withdrawals, pensions, and Social Security. He also… Read more »
In this episode of “Berry’s Bites,” Certified Elder Law Attorney and Certified Financial Planner Chris Berry discusses how blended families can protect their estate and ensure assets are fairly distributed among children from different relationships. Through examples, Chris explains common scenarios where estate planning can go wrong—such as one spouse remarrying and unintentionally redirecting assets… Read more »
In this episode of Berry’s Bites, join attorney and financial adviser Chris Berry as he tackles the common question: “Should I pay off my mortgage before retirement?” Chris shares valuable insights on how interest rates play a critical role in this decision. If your mortgage rate is under 4%, keeping it may be advantageous,… Read more »
Can you convert some Fixed Indexed Annuity to Indexed Universal Life? In this episode, Chris Berry answers the question: After creating an FIA(Fixed Indexed Annuity), can you later convert some of it to IUL(Indexed Universal Life)? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday… Read more »
Can you take RMD (Required Minimum Distribution from) your Spouse’s account? In this episode, Chris Berry answers the question: Can you take your RMD from your spouse’s account? I know that you can take RMD’s from one of your accounts to cover all your other accounts that require a withdrawal. Estate Attorney and Advisor Chris… Read more »
Can you RAISE the value of an existing LIFE INSURANCE? In this episode, Chris Berry answers the question: If you recently found out you have Life Insurance how do I raise the value to the company? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday… Read more »
Trust Funding Needs: Items Needed to Properly Fund Your Trust In this video, Attorney and Financial Advisor Chris Berry from Castle Wealth Group discusses the critical steps required to ensure your Trust is funded properly. With over 20 years of experience, Chris emphasizes the importance of having all the necessary documents and information to… Read more »
Understanding Ladybird Deeds: A Guide to Protecting Your Real Estate | Castle Wealth Group Legal In this video, Attorney and Financial Advisor Chris Berry of Castle Wealth Group Legal breaks down the essentials of a Ladybird Deed, also known as an Enhanced Life Estate Deed. Discover how this legal tool can protect your real… Read more »
Essential Retirement Risks You Need to Address Now! In this informative video, Castle Wealth Group Legal’s Chris Berry breaks down the most pressing risks facing retirees today. With his extensive experience as an elder law attorney and certified financial planner, Chris offers valuable insights into how you can protect your retirement from these key… Read more »
3 Reasons to Update Your Estate Plan and Trust In this video, Attorney and Financial Adviser Chris Berry discusses the Top Three Reasons to Update Your Estate Plan. Keeping your estate plan up to date is crucial to ensure that it aligns with your current life situation and the latest laws. Here are the… Read more »
