Retirement & Tax Planning
Retirement and Tax Planning Services in Brighton, Michigan
Providing Virtual & In-person Retirement Services to all of Michigan
Today’s Retirement is Different
Experienced Asset Protection Team & Financial Planning
As estate and elder law attorneys we are frequently asked to assist our clients with estate, long-term care, insurance and investment planning. As fiduciaries and attorneys who have to act in our client’s best interest at all times, we often find that our clients have been misled or have not been fully advised about investment products, leading to significant mistakes in their investment planning. These mistakes often jeopardize our client’s future income, their future support and leave less of an inheritance to their children. That’s why we are their trusted counsel. Please see our Financial Planning & Advisors page for an in depth look at our 5-step Retirement Game Plan.
Tax Planning
We employ state of the art technology prepared by actuaries to add comprehensive tax planning as a service, which differentiates our firm.Minimize Taxes Over Your Lifetime
Tax planning can have a large impact on the amount of wealth you will have in retirement and what you leave to the next generation as a legacy. Most tax preparers and even CPAs look at taxes through a micro lens of minimizing taxes in a specific year. Our approach is to look at taxes through a macro lens and minimize taxes over your lifetime and for your children or loved ones.
Six common mistakes Michigan residents make when they retire:
The Chris Berry ShowWhy Choose Castle Wealth Group Legal For Your Tax Planning & Retirement Plan?
Estate planning is not just about the legal documents, it needs to fit into a family’s overall plan for retirement and the legacy you want to leave. It would be counter intuitive for our firm to create a great estate plan, but not take into account how the financial tools fit into the plan or what tax ramifications there are based on the type of trust. Even more important, many estate planning firms create trust but do not help families fund or get assets in the trust. An unfunded trust is not worth the paper it’s printed on.
