by Christopher Berry | Feb 27, 2025 | Daily Wisdom
Roles in a Trust | Should I name my kids as trustees? In this episode, Chris Berry answers: Should I name my kids joint, individually as trustees, or what options do I have? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on retirement...
by Christopher Berry | Feb 25, 2025 | Daily Wisdom
Will Nursing Home Expenses take Pension and Social Security? In this episode, Chris Berry answers: Does social security and pension have to be taken for nursing home expenses? Estate Attorney and Advisor Chris Berry of Castle Wealth Group answers questions on... by Christopher Berry | Aug 27, 2024 | Daily Wisdom
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?... by Christopher Berry | Nov 18, 2022 | Daily Wisdom
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...
by Christopher Berry | Nov 15, 2022 | Daily Wisdom
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...