Castle Wealth Group

Excellence in Estate Planning, Asset Protection and Elder Law

[Castle Wealth Group @CastleWealthGrp]

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[Castle Wealth Group @CastleWealthGrp]

Coronavirus Preparations from Castle Wealth Group Legal/The Elder Care Firm
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[Castle Wealth Group @CastleWealthGrp]

Even if your children are grown, you may still want to buy life insurance to accomplish some of your financial and estate planning goals. Here are a few circumstances when this would come into play: https://t.co/itAo31GLz8

[Castle Wealth Group @CastleWealthGrp]

Estate and Inheritance Tax Guide: The Best and Worst States to Die In. https://t.co/XuRfidtGeR

[Castle Wealth Group @CastleWealthGrp]

Splitting up money is easy! But splitting up an antique car or a vacation home is not.

[Castle Wealth Group @CastleWealthGrp]

Can you inherit debt? https://t.co/eOI4qn49Ki

[Castle Wealth Group @CastleWealthGrp]

Are you worried that one of your heirs will go crazy with their inheritance and blow the funds?

[Castle Wealth Group @CastleWealthGrp]

Checklist for Estate Planning When Remarrying
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[Castle Wealth Group @CastleWealthGrp]

Interesting question: “I discovered through https://t.co/FCSjKtIqfQ that my biological father is someone else — can I claim an inheritance as his heir?” https://t.co/m1XeDV4IBk

[Castle Wealth Group @CastleWealthGrp]

Who do you want to manage your estate when you pass away? If you don’t legally appoint an executor or trustee, a judge will make this decision for you. https://t.co/56VeCsq2Jk

[Castle Wealth Group @CastleWealthGrp]

Don't let long-term care costs shatter your retirement nest egg!

[Castle Wealth Group @CastleWealthGrp]

Caring for a sick or older loved one? Here’s what to know about employee benefits and the law: https://t.co/ECoOpu4x8x

[Castle Wealth Group @CastleWealthGrp]

Adult children may need to petition the local courts for an Adult Guardianship/Conservatorship for the rights to manage their parents’ personal, medical, and financial affairs if a signed Power of Attorney or Health Care Directive was not put in place. https://t.co/zNjCr4WmKq

[Castle Wealth Group @CastleWealthGrp]

"Carve your name on hearts, not tombstones."

[Castle Wealth Group @CastleWealthGrp]

When it comes to leaving an inheritance to your kids, how much is "too much?"

[Castle Wealth Group @CastleWealthGrp]

You don’t have to leave an inheritance to your kids. However, you will need a valid Will or Trust that spells out your wishes if you want to override the laws of the state. https://t.co/TVjEqeh4m7

[Castle Wealth Group @CastleWealthGrp]

Do you work in a profession that leaves your personal assets exposed to lawsuits (e.g. contractor, doctor, small business owner, landlord)? https://t.co/zH7s6bIypl

[Castle Wealth Group @CastleWealthGrp]

Thank you, Caregivers! Happy National Caregiver's Day.

[Castle Wealth Group @CastleWealthGrp]

Are you worried that your kids will fight over money and your estate when you are gone? https://t.co/LVHYp7XbWU

[Castle Wealth Group @CastleWealthGrp]

If you fail to "fund" or move assets into your trust, it may not work when your family needs it.