How Can a Trust Help You Avoid Nursing Home Costs?

An asset-protection trust is one strategy to consider to help preserve your family's legacy, but it must be done thoughtfully ... and early.

(Image credit: Gary Burchell)

Contrary to the marketing messages you hear from Wall Street, retiring successfully is about much more than reaching some “magic number” in investment savings.

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Founder and CEO, Castle Wealth Group

Attorney and financial adviser Christopher J. Berry is the founder and CEO of Castle Wealth Group ( and author of "The Caregiver's Legal Guide to Planning for a Loved One with Chronic Illness."