by Christopher Berry | Feb 27, 2025 | Daily Wisdom
Roles in a Trust | Should I name my kids as trustees? In this episode, Chris Berry answers: Should I name my kids joint, individually as trustees, or what options do I have? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement... 
by Christopher Berry | Feb 25, 2025 | Daily Wisdom
Will Nursing Home Expenses take Pension and Social Security? In this episode, Chris Berry answers: Does social security and pension have to be taken for nursing home expenses? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on... 
by Christopher Berry | Feb 13, 2025 | Daily Wisdom
Long-term care costs can deplete savings quickly. Medicaid planning helps protect assets while ensuring eligibility for government assistance. Medicaid Eligibility in Michigan Income Limits – Applicants must meet specific income criteria. Asset Limits –... 
by Christopher Berry | Dec 26, 2024 | Daily Wisdom
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... 
by Christopher Berry | Dec 24, 2024 | Daily Wisdom
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.... 
by Christopher Berry | Dec 22, 2024 | Daily Wisdom
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...