Weekly Wednesday Wisdom Webinars June 02, 2021

Weekly Wednesday Wisdom Webinars June 02, 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 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.

02:18 1. My mother has dementia, what options are available to help manage things for her as she is getting near the point she can’t manage things herself? Do we need guardianship, or POA, or trust?

09:52 2. I created an estate plan in 2016, with the change in presidency, what things should I be concerned with?

19:45 3. I have beneficiaries listed on my financial accounts, what should I do with my home to avoid probate, name my kids?

22:21 The person wants to leave real estate to children with a provision that children must sell split, what estate planning device is the best?

25:59 Can you explain what an IUL savings account is and if it’s good to have an addition to the Roth?

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