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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 (www.castlewealthgroup.com). He is the author of The Caregiver's Legal Guide to Planning for a Loved One with Chronic Illness and host of The Chris Berry Show, a weekly radio program and podcast that discusses wealth, estate and tax planning for the second half of life.
Help alleviate some of your worries and strengthen your retirement outlook by doing these five things.
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An asset-protection trust is one strategy to consider to help preserve your family's legacy, but it must be done thoughtfully ... and early.