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Weekly Wednesday Wisdom Webinars May 26, 2021

2 min read

Weekly Wednesday Wisdom Webinars May 26, 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.

04:18 1. What are some ways to provide for my grandchildren as part of my estate plan?

11:18 2. What should I do to protect my rental properties? Do I need a trust or an LLC?

17:48 3. Is it safe to gift assets?

23:40 4. Should a Lady Bird Real Estate be in a Trust?

25:52 5. What is the probability of the feds raising interest rates this year as it applies towards taking a pension lump sum, am I locked into current rates until the end of the calendar year or does it change effect as soon as a change occurs ford motors adjusts each August?

28:57 6. I have a Living Trust but I’d also like to protect my assets from Medicaid should be necessary for long-term care in the future, would a ladybird protect my two homes and other investments?

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