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...
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...
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...
![[Episode 9] I Created a Revocable Trust…Now What?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/080322-WhatNow-1080x675.jpeg)
![[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/07/cost-basis-podcast-1080x675.jpeg)
![[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)
