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[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes

[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes

by Caress Law, PC | Jul 12, 2022 | Podcast

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 7] Oregon Estate Tax: What You Need to Know

[Episode 7] Oregon Estate Tax: What You Need to Know

by Caress Law, PC | Jun 27, 2022 | Podcast

Most people hear about the federal estate tax, but what about Oregon’s estate tax?  In this episode, we review the Oregon estate tax, help you determine if your estate will be subject to this tax, and offer a few planning opportunities you can do now to minimize...
[Episode 6] What is a Fiduciary & How to Choose the Right One

[Episode 6] What is a Fiduciary & How to Choose the Right One

by Caress Law, PC | Jun 14, 2022 | Podcast

What is a fiduciary? How can you be sure you’re choosing the right one? Tune in to this podcast with estate planning attorney Tammi M. Caress and learn more about this important role in estate planning, and how you can ensure you’re making the best...
[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference

[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference

by Caress Law, PC | May 29, 2022 | Podcast

Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your beneficiaries without going through probate court Faster transfer of assets after death The ability to set parameters for the...
[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan

[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan

by Caress Law, PC | May 17, 2022 | Podcast

Contrary to popular belief, estate planning isn’t just for those entering their golden years. In fact, everyone over the age of 18 should have certain estate planning documents in place. Learn more about estate planning necessities for young adults in my latest...
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RECENT BLOG POSTS

  • [Episode 32] The Clock is Ticking: How Delays Drain Estates
  • [Episode 31] Big Tax Changes Are Coming to Washington: Are You Ready?
  • [Episode 30] Naming Your Trust as an Insured Party
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  • What Estate Planning Documents Do Young Adults Need?

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