Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process. I...
Retirement is just another word for that moment in your life when time is no longer money. If you’ve prioritized financial security throughout your working life, this may sound like a silly joke (or a cringy one). If you haven’t prioritized financial security,...
Creating your Revocable Trust is the first step to protecting you and your family; however, in order to have the benefits the Revocable Trust offers, the trust creator (Trustor, Grantor, Settler) has the homework of titling their assets in the name of the newly...
At Caress Law, one of the most important jobs we have is to keep you educated about legislation updates or policy changes that could impact your estate plan. That being said, we want to fill you in on the details of a recent Oregon legislation change. In 2021, the...
Cost basis is not a glamorous topic, but it affects everyone. What is cost basis, and how do you calculate cost basis? This episode will teach you what cost basis is and how it affects you and your loved ones during your life, and upon death. Links and Resources...
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/082322_AssetsNotOwned-1080x675.jpeg)
![[Episode 9] I Created a Revocable Trust…Now What?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/080322-WhatNow-1080x675.jpeg)
![[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/07/cost-basis-podcast-1080x675.jpeg)
