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Formal Wills & Trusts

Important Estate Planning

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Elvis died without a will, and so did Prince. Aretha Franklin left no formal will or trust, and now her heirs are fighting over some handwritten documents that may or not meet the legal standards...

Medical Power of Attorney

Your Medical Directives

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As part of an estate plan, an important legal document is called a medical power of attorney. The purpose of a medical directive, or power of attorney (POA), is to provide specific instructions to...

Is CBD Right For You?

A Natural Alternative

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A lot of these medications have undesirable side effects, and some may even lead to dependence. So, it is no surprise that today’s well-informed seniors are looking for natural alternatives like...
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WATCH: Your Money and Retirement
/ Categories: Financial, Retirement

WATCH: Your Money and Retirement

With Christopher Berry, CEO of Castle Wealth Group

Chris Berry, a certified elder care attorney, financial advisor, and CEO of Castle Wealth Group discusses retirement planning in your 50s, 60s, 70s, and beyond, and maintaining flexibility with your plans - especially during tenuous times. He addresses pre-retirement and retirement issues, six ways to pay for long term care, home care, assisted living, or nursing home care, as well as the preservation and distribution of your assets throughout the years. Chris has developed three pillars of successful planning which include finances, taxes, and estate planning. Chris also talks about veterans and Medicaid benefits, insurance strategies, and leveraging your assets and protecting them. As he states, "this isn't fun or sexy, but it is the rest of your life!"


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