When it comes to managing your estate and securing your family’s financial future, the impact of refinancing your home on your estate plan might not be the first thing that comes to mind. However, if you’ve established a revocable trust as part of your...
Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures...
In this episode, attorney Tammi Caress sits down with real estate expert Mark Charlesworth to delve into the intricacies of the probate process and selling property under probate. They explore key aspects to watch for, including how to avoid predatory tactics, and...
In this episode, attorney Tammi Caress emphasizes the crucial importance of properly signing a Last Will and Testament to ensure its validity. She shares some jaw-dropping tales of what happens when wills aren’t signed correctly—think unexpected heirs and family...
Is your spouse entitled to a certain share of your estate? In this episode, attorney Tammi Caress discusses Oregon’s Elective Share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones. Subscribe to the...
![[Episode 24] The Powerless Power of Attorney](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/07/CL-Podcast_Ep24_POA-1080x675.jpg)
![[Episode 23] Selling Property in Probate with Mark Charlesworth](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/06/CL-episode-23-selling_probate-1080x675.jpg)
![[Episode 22] Sealing the Deal: Will Execution Formalities Explained](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/06/CL-episode-22-will_execution-1080x675.jpg)
![[Episode 21] Untangling the Knot: Oregon’s Spousal Elective Share](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/05/CL_Episode20_Untangling-Knot-1080x675.jpg)
