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...
Something quietly remarkable is happening. People are living longer… a lot longer. Reaching your 80s or 90s is no longer the exception; for many Oregonians, it’s becoming the expectation. And while that’s wonderful news, it raises a question most of us...
When building an estate plan, many people focus on wills, trusts, and powers of attorney, but one tool that often deserves more attention is life insurance. Integrating life insurance into your estate planning strategy can provide numerous benefits that go beyond...
Parents spend much of their lives taking care of their children, but as they get older, that responsibility can begin to shift. Adult children may find themselves helping with healthcare appointments, finances, housing decisions, and other parts of day-to-day life....
