Most people picture big-ticket items like homes, cars, and investment accounts when thinking about inheritance. But sometimes what leaves executors and representatives with a big headache are the everyday belongings. These personal items can often be overlooked,...
In this episode of Navigating Estate Planning with Caress Law, attorney Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families. From unintended heirs to business...
Losing a loved one is a challenging time, and dealing with legal and financial matters only adds to the complexity. One of the crucial questions you may face after their passing is whether they had a will. A will outlines their wishes regarding asset distribution,...
In this episode, we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you’re looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate,...
Welcome to today’s episode, where we dive into the essentials of estate planning with a focus on blended families. We’ll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can...
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![[Episode 28] Tax-Free Treasure with Annual Exclusion Gifts](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/09/CL_Podcast-Ep28-1080x675.jpg)
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