Is There a Situation When a Medical Power of Attorney Can Be Immediate?

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, Ann Arbor, Livonia, Bloomfield Hills, and Novi. In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.

• 0:00 Introduction/Positive Focus
• 3:34 The Financial Power of Attorney appears to be immediate or springing, versus the Medical Power of Attorney, seems to only be springing. Is there a situation when a Medical Power of Attorney can be immediate?
• 9:44 I have a Castle Trust, recently bought treasury bonds worth $10,000, and planning to do more in the future. How do I fund the Trust?
• 14:00 3.8% surtax on 401k/IRA rollovers.

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About Castle Wealth Group

Contact Castle Wealth Group for all your estate planning needs. We build a perfect strategy for your retirement, including income planning, investment planning, tax planning, health care planning, and legacy planning. Visit our website or call us at 844.885.4200 or email us for your financial advice.

Join our Weekly Wisdom Webinars

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.