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[Episode 10]  I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own

[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own

by Caress Law, PC | Aug 15, 2022 | Podcast

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...
Protecting Your Family’s Financial Security Goes Beyond Estate Planning

Protecting Your Family’s Financial Security Goes Beyond Estate Planning

by Caress Law, PC | Aug 2, 2022 | Estate Planning

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,...
[Episode 9]  I Created a Revocable Trust…Now What?

[Episode 9] I Created a Revocable Trust…Now What?

by Caress Law, PC | Aug 1, 2022 | Podcast

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...
Oregon’s Estate Tax Filing Deadline Has Changed. Here’s How it Could Impact You…

Oregon’s Estate Tax Filing Deadline Has Changed. Here’s How it Could Impact You…

by Caress Law, PC | Jul 25, 2022 | Estate Planning

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...
[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...
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