In this episode of Berry’s Bites, Chris Berry answers the question: If I am the Financial and Medical Power of Attorney and sign papers admitting someone to the hospital or an assisted care facility, am I liable to pay those bills personally? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions… Read more »
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 »
In this episode of Berry’s Bites, Chris Berry answers the question: What are the recommended documents for those turning 18 years old? 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 »
In this episode of Berry’s Bites, Chris Berry answers the question: If a married couple has a Joint Trust, then gets divorced, what needs to be done with the 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 »
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 »
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! 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 »
Is a Castle Trust same as Medicaid Irrevocable Trust? In this episode of Berry’s Bites, Chris Berry answers the question: Is a Castle Trust the same as a Medicaid Irrevocable Trust? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Register via… Read more »
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 »
In this episode of Berry’s Bites, Chris Berry answers the question: What are the pros and cons of IUL vs FIA? 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… Read more »