Chris Berry|wisdom webinar Archives - Castle Wealth Group Estate Planning Attorney Brighton MI

Moving Money From an IRA to a Brokerage in the Name of a Trust | Weekly Wednesday Wisdom Webinars

by Christopher Berry | Jun 23, 2021 | Webinar

Weekly Wednesday Wisdom Webinars Feb. 24, 2021 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com...

Setting Up a Legacy Protection Trust in 2021 | Weekly Wednesday Wisdom Webinars

by Christopher Berry | Jun 22, 2021 | Webinar

Weekly Wednesday Wisdom Webinars Feb. 17, 2021 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com...

Living Trust/Will vs. Castle Trust, What Is the Difference? | Weekly Wednesday Wisdom Webinars

by Christopher Berry | Jun 21, 2021 | Webinar

Weekly Wednesday Wisdom Webinars February 10, 2021 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to...

How Does the Medicaid 5-Year Look-Back Period Work if I Have a Castle Trust | Weekly Wednesday Wisdom Webinars

by Christopher Berry | Jun 20, 2021 | Webinar

Weekly Wednesday Wisdom Webinars March 4, 2021 Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm. Want to join our live webinar? go to www.wisdomwebinar.com...