Personalized Retirement & Legacy planning from one of 18 Certified Elder Law Attorney (CELA) in Michigan with Attorney & Advisor Christopher J. Berry, Esq., CELA and his dedicated team. At Castle Wealth Group Legal, we help families achieve their goals. We do this through our 3 step process of determining your goal, developing the strategy to achieve your goal, and then picking the right tools to achieve your goal.
With the use of Legacy Inheritance Trust provisions, your money can stay in the family, in the bloodline. There are special types of trusts like a Castle Trust that can provide protection from lawsuits and the devastating cost of long-term care. As one of 18 Certified Elder Law Attorneys in the State of Michigan, we are uniquely qualified to help your family understand the long-term care maze.
The government has a set of rules for you, do you want to follow the government's rulebook or create your own workbook? Do you need a will or a trust and which is better? How do you avoid probate in Michigan?
With the use of Legacy Inheritance Trust provisions, your money can stay in the family, in the bloodline. There are special types of trusts like a Castle Trust that can provide protection from lawsuits and the devastating cost of long-term care. As one of 18 Certified Elder Law Attorneys in the State of Michigan, we are uniquely qualified to help your family understand the long-term care maze.
The government has a set of rules for you, do you want to follow the government's rulebook or create your own workbook? Do you need a will or a trust and which is better? How do you avoid probate in Michigan?
Services
The firm was founded in 2005.
Since it's inception, our firm has been dedicated to helping families plan, protect and preserve what is important to them.
With an exclusive focus on estate, elder law and retirement planning, our firm has carved out a niche and is one of the most respected firms in the state of Michigan.
Our firm started as The Elder Care Firm, but with a new decade and expanded focus, changed our name in 2020 to Castle Wealth Group Legal.
For over 15 years, our firm has helped countless families avoid probate, protect assets and navigate through the long-term care journey.
Since it's inception, our firm has been dedicated to helping families plan, protect and preserve what is important to them.
With an exclusive focus on estate, elder law and retirement planning, our firm has carved out a niche and is one of the most respected firms in the state of Michigan.
Our firm started as The Elder Care Firm, but with a new decade and expanded focus, changed our name in 2020 to Castle Wealth Group Legal.
For over 15 years, our firm has helped countless families avoid probate, protect assets and navigate through the long-term care journey.
Estate Planning is about peace of mind.
Estate Planning is about creating your rule book versus relying on the government's rule book.
Estate Planning is about discovering your goals, developing the strategies to meet your goals and then picking the right tools, like a will or a trust.
One of the most common questions we hear is "do I need a will or trust for my estate plan?"
Unfortunately, the answer is "it depends".
Did you know there are different types of trusts?
Most people (even attorneys) only think about a trust that can avoid probate and distribute assets upon death.
Estate Planning is about creating your rule book versus relying on the government's rule book.
Estate Planning is about discovering your goals, developing the strategies to meet your goals and then picking the right tools, like a will or a trust.
One of the most common questions we hear is "do I need a will or trust for my estate plan?"
Unfortunately, the answer is "it depends".
Did you know there are different types of trusts?
Most people (even attorneys) only think about a trust that can avoid probate and distribute assets upon death.
Estate planning is easy right?
Maybe you have an estate plan already, this short 30 minute webinar will lay out the 10 most common and gruesome mistakes we've seen over the last 15 years of helping families.
Between the Tax Cuts and Jobs Act, the Secure Act and now the Cares Act, the tax world has been turned on it's head.
Learn strategies to position yourself properly and don't miss the window of opportunity that is now available.
This webinar will lay out the necessity for integration between your legal, financial and tax plan.
Maybe you have an estate plan already, this short 30 minute webinar will lay out the 10 most common and gruesome mistakes we've seen over the last 15 years of helping families.
Between the Tax Cuts and Jobs Act, the Secure Act and now the Cares Act, the tax world has been turned on it's head.
Learn strategies to position yourself properly and don't miss the window of opportunity that is now available.
This webinar will lay out the necessity for integration between your legal, financial and tax plan.
If you are looking for an estate planning attorney and probate lawyers in the Washtenaw County Area, reach out to Castle Wealth Group Legal and Chris Berry, one of the few Certified Elder Law Attorneys in the State of Michigan.
Our Ann Arbor estate planning office is located off of Eisenhower Parkway at Office Evolution.
We are conviently just off the highway.
Our Ann Arbor estate planning office is located off of Eisenhower Parkway at Office Evolution.
We are conviently just off the highway.
Castle Wealth Group Legal was founded in Bloomfield Hills over 15 years ago and was headquartered just off of Telegraph Rd.
Now our estate planning and elder law satellite office is on Square Lake, between Telegraph and Woodward.
If you are interested in working with us then please drop us a line, we would love to hear from you.
Now our estate planning and elder law satellite office is on Square Lake, between Telegraph and Woodward.
If you are interested in working with us then please drop us a line, we would love to hear from you.
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