The firm was founded in 2005. Since its inception, the 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, the firm has carved out a niche and is one of the most respected firms in the state of Michigan.
The firm started as The Elder Care Firm, but with a new decade and expanded focus, changed its name in 2020 to The Castle Wealth Group Legal.
For over 15 years, the firm has helped countless families avoid probate, protect assets, and navigate through the long-term care journey.
Over the years, other attorneys have looked to the firm for assistance, training, and continued education.
You can save LOTS of money, and then have a crisis or get stuck in a war etc.... I have to continue working... Lucky I've always been 15-20 years younger than others, but that made me a target. In that case, exercise, eat well, and find a job you love to continue doing. Take your $2000 SS after 70, IRA after 73...
How about we Grantors hire a NICER approved Permission Ledger Arbiter Interdiction Trust Forgery Proof Inheritance Administration Lawyer to help out grantees get an Employee Identification Number and serve as co-successor trustees?
What if there are minors as beneficiaries of the trust? If the Qualified (or unqualified for that matter) assest(s) holds securities and the trust is the secondary beneficary (primary beneificary also passes early) , then can the securities be held in the trust and age based disbursements be made when the minors become adults? Securities have better long term growth than cash or CD's, etc. THX
