In this episode of Berry’s Bites, Chris Berry answers the question: How can we get an annuity inside an IRA into a Trust? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200…. Read more »
What are Defined Outcome and Buffered ETFs? In this episode of Berry’s Bites, Chris Berry answers the question: What are Defined Outcome ETFs/Buffered ETFs and why may they make sense now as part of your portfolio? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every… Read more »
How to make a Gift from a Castle Trust to avoid the five-year Medicaid look-back period? In this episode of Berry’s Bites, Chris Berry answers the question: How do I make a gift from a Castle Trust to avoid the five-year look-back period Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers… Read more »
Can I Put My RMD Into A Trust? In this episode of Berry’s Bites, Chris Berry answers the question: Can I put my Required Minimum Distributions into a Trust? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: Is a person financially liable when they act as a Power of Attorney? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: Do I need a Self-Cancelling Installment Note? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle Wealth Group and… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: What are Defined Outcome ETFs/Buffered ETFs and why may they make sense now as part of your portfolio? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: Who should be the beneficiary of my life insurance, spouse or trust? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via this link or give our office a call at 844-885-4200. Castle… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: With a Castle Trust you mentioned the role of a “key holder” can you explain that more and is that different than a trustee? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: I have a Lady Bird Deed (I’m in MI and did this 3 years ago) and my understanding is that you still have to do it 5 years before you receive Medicaid, just like a Trust. Is that incorrect? Estate Attorney and Advisor… Read more »