Imagine getting divorced, moving on with your life, and assuming your ex-spouse is no longer entitled to your assets. But years later, an outdated beneficiary designation leaves them with your retirement savings instead of your loved ones. Sounds like an estate...
How to Find Out If Your Loved One Has a Will Losing a loved one is a challenging time, and dealing with legal and financial matters only adds to the complexity. One of the crucial questions you may face after their passing is whether they had a will, and if so, can...
You might think you’re doing the right thing by adding your child to your bank account, gifting your home early, or setting up a trust to avoid probate. But what happens when those good intentions turn into an estate planning nightmare? It’s October, and...
You created a will, signed your estate planning documents, and checked it off your list. But does that mean everything will actually work the way you expect? In this episode, Tammi Caress walks through seven of the most common estate planning mistakes she sees...
Washington & Oregon Estate Tax Updates for 2026: What Changed, What Hasn’t Changed, & What It Means for You Picture this: a retired couple in their early 60s moved from California to Oregon with about $6 million in assets, and they bought a small cabin in...
