On this episode of Community Capital, Rob sits down with Chris Berry, founder of Castle Wealth Group in Brighton. Chris is one of the few professionals in Livingston County who is both a certified elder law attorney and a certified financial planner, and he built his practice around a simple idea: your legal, financial, and tax planning should work together instead of against each other. The conversation covers what elder law actually is, why nursing home costs catch so many families off guard, and why waiting too long to plan is the most expensive mistake people make.
Guest Links:
Website: https://castlewealthgroup.com/
Timestamps
00:00:00 Integrated Wealth and Legacy Planning
00:03:33 The Importance of Fiduciary Guidance
00:07:31 Proactive Elder Law Planning
00:08:56 Community Growth and Educational Resources
Show Links
Learn more about the Brighton Chamber by visiting our website.
Website: https://www.brightoncoc.org/
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