Weekly Wednesday Wisdom Webinars June 05, 2024
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 to register or give our office a call at 844-885-4200.
Want to book a 15-minute call with Chris Berry? Register at 15chris.com to book a schedule in his calendar.
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.
On this week’s webinar, attorney and advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 1:24 What are the difference between Qualified and Non-qualified Accounts?
- 7:53 Brother and sister inherited and are tenants in common of a home. Brother later passed away. He was unmarried and no children, so his interest in home went to the sister. is there any way the sister can sell the home without needing to probate brothers’ estate share?
- 9:29 If I have a Castle Trust and I want to get a CD with good interest rate, do I open it under the Trust name not my name?
- 11:53 As we get less involved in the day to day activities of the cabin, is there a formula for providing to those who wish to opt out of a share of the cabin?
- 15:03 Is there such thing as an IRA Trust? If yes, what are the advantages?
- 17:58 If a Castle Trust is setup and you keep money out to handle assisted help for getting passed the 5-year rule, will that work on safety of your Castle Trust assets?
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