Castle Wealth Group Legal
Castle Wealth Group Legal
  • 440
  • 190 758
How to Save Half Your Assets During a Medicaid Crisis!
How to Save Half Your Assets During a Medicaid Crisis!
Navigating the financial challenges of long-term care can be overwhelming, but Medicaid can help cover nursing home expenses-if you qualify. In this video, attorney and financial advisor Chris Berry explains the essentials of Medicaid crisis planning and how it can help protect assets when facing the high costs of nursing home care.
Discover:
What Medicaid is and how it works
Asset limits for Medicaid eligibility
The 5-year look-back period and its impact
The difference between pre-planning (like Castle Trusts) and crisis planning
How crisis planning can protect up to 50% of assets in urgent situations
While planning ahead is ideal, there are still strategies available to safeguard assets even in last-minute scenarios. Learn how Castle Wealth Group Legal can help you or your loved ones navigate these complex issues.
------------------------------------
Certified Elder Law Attorney™ and Certified Financial Planner™
Castle Wealth Group - Helping Good Families Plan, Protect and Preserve What is Important
(844)-885-4200 | CastleWealthGroup.com | MichiganEstatePlanning.com
Plans that span far and wide.
Advisory services are offered through Castle Wealth Group Investments, an Investment Advisor in Michigan. Insurance products and services are offered through Castle Wealth Group, an affiliated company. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Insurance products and services are offered through Castle Wealth Group, an affiliated company.
castlewealthgroup.com/
michiganestateplanning.com/
#medicaidcrisisplanning #elderlaw #assetprotection
Переглядів: 38

Відео

How to Protect Your Assets and Qualify for Medicaid at the Same Time?
Переглядів 86Місяць тому
How to Protect Your Assets and Qualify for Medicaid at the Same Time? Planning for long-term care can be challenging, but it’s possible to protect your assets while still qualifying for Medicaid. In this episode of Barry's Bites, attorney and financial adviser Chris Berry from Castle Wealth Group Legal shares key strategies to safeguard your wealth and ensure financial stability. Discover how t...
Is Your Retirement Safe Under Trump? Will Social Security Face Big Changes?
Переглядів 1,6 тис.Місяць тому
Is Your Retirement Safe Under Trump? Will Social Security Face Big Changes? In this episode of Berry's Bites, attorney and financial adviser Chris Berry of Castle Wealth Group Legal discusses the future of Social Security and Medicare under the Trump administration and beyond. Chris addresses common concerns about potential changes to retirement programs and highlights key challenges facing Soc...
What Counts as Income in Retirement?
Переглядів 2572 місяці тому
What Counts as "Income" in Retirement? Understanding what counts as income in retirement is crucial for effective financial planning. In this episode of Berry's Bites, attorney and financial adviser Chris Berry from Castle Wealth Group Legal breaks down the key sources of income retirees need to consider, including required minimum distributions (RMDs), pre-tax account withdrawals, pensions, an...
How To Prevent Your Estate from Going to the Wrong Heirs?
Переглядів 942 місяці тому
How To Prevent Your Estate from Going to the Wrong Heirs? In this episode of "Berry's Bites," Certified Elder Law Attorney and Certified Financial Planner Chris Berry discusses how blended families can protect their estate and ensure assets are fairly distributed among children from different relationships. Through examples, Chris explains common scenarios where estate planning can go wrong-suc...
Should You Pay Off Your Mortgage Before Retirement?
Переглядів 4953 місяці тому
Should You Pay Off Your Mortgage Before Retirement? In this episode of Berry's Bites, join attorney and financial adviser Chris Berry as he tackles the common question: "Should I pay off my mortgage before retirement?" Chris shares valuable insights on how interest rates play a critical role in this decision. If your mortgage rate is under 4%, keeping it may be advantageous, while a rate above ...
Can You Retire Safely? | Retirement Planning 101
Переглядів 2923 місяці тому
Can You Retire Safely? | Retirement Planning 101 In this episode of Berry’s Bites, attorney and financial advisor Chris Berry from Castle Wealth Group Legal dives into the essentials of retirement planning and how to secure a safe and comfortable retirement. This video covers critical steps and potential pitfalls in planning for retirement, focusing on transitioning from an accumulation phase t...
Turning 60 with No Retirement Savings? Here’s How to Catch Up Fast!
Переглядів 3493 місяці тому
Turning 60 with No Retirement Savings? Here’s How to Catch Up Fast! In this episode of Berry's Bites, host Chris Berry, Certified Elder Law Attorney and Certified Financial Planner, tackles the challenging topic of retirement planning for those approaching 60 without substantial savings. Key points covered: The importance of accumulation even at age 60 Strategies for recreating income in retire...
Is an LLC Right for Your Small Business?
Переглядів 404 місяці тому
Is an LLC Right for Your Small Business?
Selling Your Home? Do You Owe Capital Gains tax?
Переглядів 554 місяці тому
Selling Your Home? Do You Owe Capital Gains tax?
Trust Taxes vs Personal Taxes: What You Need to Know?
Переглядів 894 місяці тому
Trust Taxes vs Personal Taxes: What You Need to Know?
When and Why to Update Your Trust and Estate Plan?
Переглядів 445 місяців тому
When and Why to Update Your Trust and Estate Plan?
Essential Retirement Risks You Need to Address Now!
Переглядів 745 місяців тому
Essential Retirement Risks You Need to Address Now!
Ladybird Deeds 101 | Simplify Real Estate Transfers Like a Pro!
Переглядів 1635 місяців тому
Ladybird Deeds 101 | Simplify Real Estate Transfers Like a Pro!
Ladybird Deed vs Trust: Which is better?
Переглядів 1,1 тис.6 місяців тому
Ladybird Deed vs Trust: Which is better?
Does the 10-Year Rule Apply to Roth IRAs in Legacy Trust?
Переглядів 3016 місяців тому
Does the 10-Year Rule Apply to Roth IRAs in Legacy Trust?
Does Tenancy in Common Avoids Probate? | Tenants in Common vs Rights of Survivorship
Переглядів 826 місяців тому
Does Tenancy in Common Avoids Probate? | Tenants in Common vs Rights of Survivorship
Is there an IRA Trust? What are it's advantage?
Переглядів 746 місяців тому
Is there an IRA Trust? What are it's advantage?
What is the Difference Between Qualified and Non-Qualified Accounts?
Переглядів 3167 місяців тому
What is the Difference Between Qualified and Non-Qualified Accounts?
Should You Have a Will or a Trust?
Переглядів 537 місяців тому
Should You Have a Will or a Trust?
Can Trusts Shield Your Assets from Care Costs?
Переглядів 687 місяців тому
Can Trusts Shield Your Assets from Care Costs?
Does Adding New Money To A Castle Trust Reset The Medicaid 5-year Lookback?
Переглядів 1068 місяців тому
Does Adding New Money To A Castle Trust Reset The Medicaid 5-year Lookback?
Can a Required Minimum Distribution (RMD) from an Annuity be Converted to a Roth?
Переглядів 6488 місяців тому
Can a Required Minimum Distribution (RMD) from an Annuity be Converted to a Roth?
What's the Best Way to Give to Charity and Save on Taxes?
Переглядів 499 місяців тому
What's the Best Way to Give to Charity and Save on Taxes?
Gift Tax Exemptions | Annual and Lifetime Gift Limits
Переглядів 1,5 тис.9 місяців тому
Gift Tax Exemptions | Annual and Lifetime Gift Limits
Can you be your own Trustee? | Trust Administration
Переглядів 2289 місяців тому
Can you be your own Trustee? | Trust Administration
How To Find A Lost Will?
Переглядів 4310 місяців тому
How To Find A Lost Will?
6 Smart Ways to Pay for Long-Term Care Without Going Broke!
Переглядів 5410 місяців тому
6 Smart Ways to Pay for Long-Term Care Without Going Broke!
Fixed Indexed Annuities vs. Brokerage Accounts: Which is Better for Growth? | 3 Investment Traits
Переглядів 8410 місяців тому
Fixed Indexed Annuities vs. Brokerage Accounts: Which is Better for Growth? | 3 Investment Traits
Starting Your Career? Here's How to Get Free Money and Save on Taxes!
Переглядів 5711 місяців тому
Starting Your Career? Here's How to Get Free Money and Save on Taxes!