1 hr 23 min

93: Top 10 Gruesome Estate Planning Mistakes w/Chris Berry AgentRx

    • Investing

What is a written will? According to this week's guest, it's a one-way ticket to probate court. This week, author, radio host, attorney, and financial advisor Chris Berry from Castle Wealth joins Rachele to talk estate planning. As one of just seventeen Certified Elder Law Attorneys in the state of Michigan, Chris can help you avoid common pitfalls surrounding death and incapacity. Leaving a will in a drawer ain't enough! Rachele and Chris talk gruesome estate planning mistakes, ways to transfer assets, revokable vs irrevocable, and much more.
YOU KNOW We'll break it down for you.
SO MANY QUESTIONS YOU DIDN'T EVEN KNOW TO WORRY ABOUT!!!
Join us!
Don't worry, Cassandra and I will over-explain everything & we'll take your questions - Post in the comments and we'll do our best to answer!
Welcome to the AgentRx & CEO Lender Show.
Rachele Evers Contacts:
Website: https://www.agentrx.net
FB: @AgentRachele
IG: @agentrachele
LN: https://www.linkedin.com/company/76600293/
Phone: 810-923-5421
Cassandra Evers Contacts:
Website: www.ceolender.com
FB: https://www.facebook.com/ceolender
Email: cassandra@ceolender.com
Phone: 269-207-2193
Guest Links
Websites: michiganestateplanning.com & castlewealthgroup.com 
Youtube: https://www.youtube.com/c/CastleWealthGroupLegal 
Facebook: https://www.facebook.com/CastleWealthGroupLegal 
Radio Show: https://castlewealthgroup.com/radio/ 

What is a written will? According to this week's guest, it's a one-way ticket to probate court. This week, author, radio host, attorney, and financial advisor Chris Berry from Castle Wealth joins Rachele to talk estate planning. As one of just seventeen Certified Elder Law Attorneys in the state of Michigan, Chris can help you avoid common pitfalls surrounding death and incapacity. Leaving a will in a drawer ain't enough! Rachele and Chris talk gruesome estate planning mistakes, ways to transfer assets, revokable vs irrevocable, and much more.
YOU KNOW We'll break it down for you.
SO MANY QUESTIONS YOU DIDN'T EVEN KNOW TO WORRY ABOUT!!!
Join us!
Don't worry, Cassandra and I will over-explain everything & we'll take your questions - Post in the comments and we'll do our best to answer!
Welcome to the AgentRx & CEO Lender Show.
Rachele Evers Contacts:
Website: https://www.agentrx.net
FB: @AgentRachele
IG: @agentrachele
LN: https://www.linkedin.com/company/76600293/
Phone: 810-923-5421
Cassandra Evers Contacts:
Website: www.ceolender.com
FB: https://www.facebook.com/ceolender
Email: cassandra@ceolender.com
Phone: 269-207-2193
Guest Links
Websites: michiganestateplanning.com & castlewealthgroup.com 
Youtube: https://www.youtube.com/c/CastleWealthGroupLegal 
Facebook: https://www.facebook.com/CastleWealthGroupLegal 
Radio Show: https://castlewealthgroup.com/radio/ 

1 hr 23 min