Castle Wealth Group Legal is a distinguished estate planning and elder law firm based in Brighton, Michigan, specializing in comprehensive legal and financial strategies to protect clients’ legacies and secure their futures. With over 20 years of experience and led by one of only 18 Certified Elder Law Attorneys (CELA)® in the state, the firm stands out for its integrated approach to estate, tax, retirement, and long-term care planning.
The firm employs its unique CASTLE Process, a three-step method that includes discovery, document review and signing, and delivery with financial integration, ensuring personalized and practical solutions. They focus on helping families navigate important life transitions, shield assets from unforeseen challenges, and achieve clarity and confidence in their financial and legal preparations. Their team is particularly adept at serving retirees, veterans, and individuals concerned with Medicaid planning and nursing home protection.
Services Offered
- Estate Planning
- Wills & Trusts
- Elder Law
- Asset Protection
- Financial Planning
- Investment Strategies
- Retirement Planning
- Tax Planning
- Medicaid Planning
- Nursing Home Protection
- Veterans Benefits Guidance
- Healthcare Directives (Living Wills)
- Power of Attorney
- Healthcare Proxy
- Legacy Planning
- Long-term Care Planning
The firm serves clients throughout Michigan and is led by Attorney & Advisor Christopher J. Berry, Esq., CELA, CFP®, whose expertise and authorship on retirement and long-term care strategies further establish the firm as a trusted resource in legal and financial advisory services.
