In this episode of Berry’s Bites, Chris Berry answers: Dad’s old trust does not have a Certificate of Trust. In trying to sell the house, the real estate agent is asking for one and they are saying the complete trust doc would not suffice. Is that right? Estate Attorney and Advisor Chris Berry of Castle… 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 »
In this episode of Berry’s Bites, Chris Berry answers the question: What is your strategy for this bear market? 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 and Christopher… Read more »
In this episode of Berry’s Bites, Chris Berry answers the question: Ed Slott and his team recommend not naming the trust as a beneficiary, especially after the Secure Act. Can you explain your take on it? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday… Read more »
