Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the states of Oregon and Washington. In today’s episode, Tammi Caress shares with you the importance of transparency with your estate planning attorney.
Key Points:
- Transparency with Your Estate Planning Attorney
- Understanding Beneficiary Histories
- Living-in Persons in Your Home
- Non-Blood Related Family Members
- Special Needs Beneficiaries
- Anticipating Family Dynamics and Conflicts
- International Considerations
- Health Status Disclosure
- Updates on Life Changes
Subscribe to the podcast and listen to past episodes where we dive deeper into some of the topics covered in this episode.
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