Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
You Don’t Need $1 Billion to Leave a Legacy Through Gifting
Leaving a legacy doesn’t have to require a monetary transaction. Volunteer, teach, mentor, and lead by example! People will remember you fondly for the work you did during your life, and your name will forever be associated with the impact you’ve made on your local community.
Washington Residents: Do You Qualify for IRS Direct File for Your 2023 Taxes?
The IRS has launched a new pilot program this tax filing season called Direct File, and you’re in luck because Washington is one of the 12 states participating this year! This program allows you to file your federal tax return electronically and directly with the IRS for free, for those who qualify.
![[PRESS RELEASE] Caress Law, PC Announces Merger With Schneider Rasche, LLC](https://caresslaw.estate/wp-content/uploads/2024/02/CaressLaw_PressRelease-FeatureImage-400x250.png)
[PRESS RELEASE] Caress Law, PC Announces Merger With Schneider Rasche, LLC
Portland, OR (12 February 2024) – Caress Law, PC announced today that it will merge with Schneider Rasche, LLC, effective February 12,...
What Could Happen if Your College Student Doesn’t Sign a POA?
Sending your child off to college is a milestone, signifying their transition to adulthood and independence. While you're likely focused...
Navigating the Corporate Transparency Act: A Vital Update for Your Small Business
In the ever-evolving landscape of corporate regulations, staying informed is not just an option, but a necessity. The forthcoming...
7 Advanced Estate Planning Strategies to Reduce Estate Taxes
Planning for a future of unknowns is the goal for everyone when they are crafting an effective estate plan. And when planning for how you...
How High Interest Rates Could Impact Your Estate Plan
Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your...
Not So Swift: How “Anti-Hero” Got it Wrong (and Why it Matters)
Taylor Swift’s song “Anti-Hero” reveals much about the singer’s anxieties and insecurities but buries the truth on estate planning...
Avoiding Probate: Why It’s the Best Strategy
If you have recently lost a loved one, you may be asking yourself what comes next. One of the first steps in settling an estate is going...
2023 Changes to Retirement Plans for Beneficiaries
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most...
Trust Administration: Expectations vs Reality
A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the...
Pour Over Wills and Their Place In Your Estate Plan
As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones...
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