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...
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...
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...
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...
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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![[Episode 7] Oregon Estate Tax: What You Need to Know](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/06/oregon-estate-tax-062922-1080x675.jpeg)
![[Episode 6] What is a Fiduciary & How to Choose the Right One](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/06/061522-what-is-a-ficudiary-how-to-choose-one-1080x675.jpg)
![[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/05/estate-executor-beneficiary-600x398-1.png)
![[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/05/estate-planning-for-young-adults-1080x675.jpeg)
