Castle Wealth Group Legal: Your Trusted Partner in Brighton, MI and all Southeast Michigan
Empowering Families for Over 20 Years: Plan, Protect, and Preserve What Matters Most with Confidence, Comfort, and Clarity.
At Castle Wealth Group Legal, we offer expert estate planning and retirement planning tailored to secure your family’s future. Our unique CASTLE Process provides practical, real-life solutions to protect you, your loved ones, and your legacy. Navigate life’s important transitions with us—your reliable ally in legal, financial, and tax planning.
Grow Your Wealth Securely, Protect Your Legacy Confidently
Michigan Estate Planning Attorneys & Wealth Management Services
Do you want to safeguard your assets and ensure your loved ones are taken care of after you’re gone? Look no further than Castle Wealth Group Legal, a trusted estate planning attorney in Brighton, MI. We specialize in crafting comprehensive estate plans that protect your legacy and help your wealth flourish.
Estate Planning Planning Attorneys, Brighton MI
Personalized Retirement & Legacy planning from one of only 18 Certified Elder Law Attorneys (CELA)® in Michigan with Attorney & Advisor Christopher J. Berry, Esq., CELA and his dedicated team.
Estate Planning
At Castle Wealth Group Legal, our dedicated Estate Planning Attorneys are committed to helping you navigate Wills & Trusts and all the complexities of creating a solid plan for your assets. We ensure that your wishes are honored & your legacy protected.
Elder Law & Asset Protection
Our attorneys specialize in Elder Law and Asset Protection strategies that empower you to shield your wealth from unforeseen challenges. Our expert team provides tailored solutions to help you preserve your assets and ensure peace of mind.
Financial Planning
Our financial advisors specialize in comprehensive planning and investment strategies, empowering you to build a secure financial future. Our expert team provides tailored solutions to grow your wealth, manage risk, & achieve your financial goals.
Retirement & Tax Planning
Planning for retirement and tax implications is crucial for a secure future. We offer expert guidance tailored to your unique financial situation, ensuring you maximize your savings while minimizing tax burdens, so you can enjoy your golden years with confidence.
Medicaid & Nursing Home Protection
Our law firm understands the importance of safeguarding your assets, especially when it comes to nursing home expenses. Our expert legal team is dedicated to helping you navigate the Medicaid Planning process.
Veterans Benefits
Our attorneys are here to support veterans by guiding you through the process of securing the benefits you deserve from your service. We are dedicated to helping you understand Veteran’s Benefits and ensuring you receive the essential support for a stable future.
Attorney & Advisor Christopher J. Berry, Esq., CELA
Secure Your Legacy and Grow Your Wealth
Personalized Retirement & Legacy planning from one of only 18 Certified Elder Law Attorneys (CELA)® in Michigan with Attorney & Advisor Christopher J. Berry, Esq., CELA and his dedicated team.
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Distinguished Law Firm and Financial Planners
Our Estate Planning Process
We help good families just like yours.
At Castle Wealth Group, we help families achieve their goals. After attending one of our educational workshops, where you’ll learn about the 3 Easy Steps to Protect Your Retirement, you’ll embark on the first step of our 3-step process toward retirement peace of mind. We accomplish this by determining your goals, developing a strategy to achieve them, and selecting the right tools for success.
Click here to find an upcoming workshop
1
Discovery Visit
We have a conversation to learn where you are at, where you want to go, and if (and how) we can help you get there.
2
Review and Signing
With a paralegal, we review your documents, make whatever changes are necessary and then execute you documents.
3
Delivery and Funding
Castle Wealth Group Testimonials
See What Our Customers Are Saying
Chris Berry and his team are extremely professional and personable. They listen to their clients and adapt to their needs. They are also very good at scheduling and reminders for meetings. Highly recommend their services for medical, estate and financial planning.
Christopher and the team at Castle Wealth were fabulous to work with on my will and trust . This can be can be an overwhelming process, but they made it very easy and well worth the time spent planning my estate . I know my children some day will appreciate it… I hope.
I was very impressed with the efficiency of Chris Berry and his office staff. I was in need of having documents created rather quickly and they went out of their way to accommodate me as quickly as possible. Efficient, professional and knowledgeable. I highly recommend them.
Learn About Retirement, Legacy & Long-Term Care
Christopher J. Berry, Esq., CFP®, CELA® has authored two books to help you understand retirement and beyond.
Inside Strategies to Plan for Medicaid, Veterans Benefits and Long-term Care
How to Achieve Clarity, Confidence, and Comfort in Retirement and Beyond
Castle Wealth Group in the Media
How To Plan The Legal And Financial Needs Of A Loved One With Dementia
How Can a Trust Help You Avoid Nursing Home Costs?
Should Advisors Offer Tax and Other Services
How Much Money Do You Need To Consider a Financial Advisor?
The Castle Wealth Group Team
Meet the Team
Learn more about our team, sign up for one of our upcoming estate planning events, check our helpful resources on our blog, or contact us today. We look forward to hearing from you.
FAQ
Frequently Asked
What is Estate Planning, and Why is it Important?
- Estate Planning is the process of discovering your goals, developing the strategies to meet your goals, and then picking the right tools, like a will or a trust.
- It’s crucial because it helps families avoid probate, protect assets, and navigate the long-term care journey.
- By planning ahead, you can ensure your wishes are carried out, provide for your loved ones, and minimize potential family disputes.
What are the Key Estate Planning Documents I Should Consider?
While specific needs vary, common documents include:
- Will: Outlines how you want your assets distributed after your death.
- Trust: A legal entity that holds and manages assets for beneficiaries.
- Power of Attorney: Appoints someone to make financial decisions on your behalf if you become incapacitated.
- Healthcare Directive (Living Will): Outlines your wishes regarding medical treatment if you are unable to communicate them.
- Healthcare Proxy: Appoints someone to make medical decisions for you if you are unable to.
When Should I Begin Estate Planning?
- It’s never too early to start!
- Consider beginning the process when you:
- Have significant assets or dependents.
- Experience major life events (marriage, birth of children, etc.).
- Acquire substantial assets (home purchase, inheritance).
- Have concerns about long-term care or incapacity.
