Broaching the Sensitive Topic of Estate Planning: Guidance from a Michigan Will Lawyer

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Broaching the Sensitive Topic of Estate Planning: Guidance from a Michigan Will Lawyer Estate planning is a crucial topic, but it’s often cloaked in sensitivity, especially when older loved ones feel that their finances are private matters. Knowing how to navigate this conversation respectfully and effectively is crucial. Why It Matters Having a will and… Read more »

Michigan Elder Law Attorneys: Financial Strategies for Caring for Aging Loved Ones

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Michigan Elder Law Attorneys: Financial Strategies for Caring for Aging Loved Ones As our family members age, taking care of their financial and medical needs becomes increasingly important. Having conversations about the realities of aging early on can help ease the emotional stress that comes with it – providing a cushion for both you and… Read more »

How Do I Make a Gift From a Castle Trust To Avoid the Five-Year Look-Back Period?

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Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton,… Read more »

Retirement & Tax Planning for General Motors Executives and Employees

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Retirement and taxes are two of the most significant concerns for General Motors (GM) executives. As they approach retirement age, it is crucial for them to start planning and strategizing to ensure that their retirement years are financially secure and comfortable. In this blog post, we will discuss the steps that GM executives can take… Read more »

Learn About the Michigan Ladybird Deed To Avoid Probate and Avoid Nursing Home/Medicaid Spend-down

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The Ladybird Deed in Michigan can help to avoid probate and Medicaid estate recovery. A Ladybird deed is a way to avoid probate and avoid estate recovery in Michigan. Michigan Certified Elder Law Attorney™, Christopher J. Berry, Esq., explains how a Ladybird deed can avoid probate and Medicaid Estate Recovery. It is important to understand… Read more »

Does Your Michigan College Student Need an Estate Plan?

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The simple answer to this question is, “Yes, your college student needs an estate plan.” However, most college students do not need a comprehensive estate plan. A few key estate planning documents are sufficient to protect college students while they are obtaining their degrees and beginning their careers. There could be a few instances in which… Read more »

Discuss Your Grantor Trustee and Changes in the Tax Law with a Michigan Estate Attorney

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The Tax Cuts and Jobs Act (TCJA) had some favorable terms for high-net-worth estates. For example, the tax exclusion for federal estate taxes is roughly double what the exclusion was before the new tax laws were enacted. High-net-worth individuals may be able to revise their estate plan to take advantage of the increased exclusions. However,… Read more »