Maximizing Growth & Minimizing Taxes: Best Long-Term Investments & Tax Strategies with Trusts

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Maximizing Growth & Minimizing Taxes: Best Long-Term Investments & Tax Strategies with Trusts Unlock the secrets to long-term financial success! In this video, we delve into the best investment options for setting up trusts for your grandchildren. Discover strategies to maximize growth while minimizing future taxes, ensuring a lasting legacy for generations to come. Join… Read more »

Who Should Be the Beneficiary of Different Accounts, Spouse, or Trust?

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In this episode of Berry’s Bites, Chris Berry answers the question: We’re married, we set up a Trust, who should be the beneficiary of the different accounts, 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… Read more »

What are the 5 Requirements of VA Benefit | VA Benefit Explained

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In this episode of Berry’s Bites, Chris Berry discusses What are the 5 requirements for VA benefits? If you are charitably inclined, if you are donating to churches or charities, and still haven’t heard about Donor Advised Fund and Qualified Charitable Deductions, then this episode is for you. Estate Attorney and Advisor Chris Berry of… Read more »

Haven’t heard of Donor Advised Fund and Qualified Charitable Distributions? You’re Missing the Boat!

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Haven’t heard of Donor Advised Fund and Qualified Charitable Distributions? You’re missing the boat! In this episode of Berry’s Bites, Chris Berry discusses Charitable Deductions. If you are charitably inclined, if you are donating to churches or charities, and still haven’t heard about Donor Advised Fund and Qualified Charitable Deductions, then this episode is for… Read more »

Can a Medical Power of Attorney be Immediate? | Immediate and Springing Powers of Attorney Explained

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Can a Medical Power of Attorney be Immediate? | Immediate and Springing Powers of Attorney Explained In this episode of Berry’s Bites, Chris Berry answers the question: The Financial Power of Attorney appears to be immediate or springing, versus the Medical Power of Attorney, which seems to only be springing. Is there a situation when… Read more »