(503) 292-8990 clientservices@caresslaw.estate
  • Facebook
  • Instagram
  • RSS
  • Facebook
  • Instagram
  • RSS
  • Secure File Transfer
  • Make a Payment
  • Join Our Team
Caress Law, PC
  • Home
  • About
  • Services
    • Estate Planning
    • Probate & Trust Administration
    • Business & Tax Planning
    • Family Protector Program
  • Our Team
    • Tammi M. Caress, JD, LL.M
    • Tasha Lyn Cosimo
    • Alysa Long
    • Dakota Collins
    • Gaia, Chief Canine Officer
    • Elli, Chief Fetch Officer
    • Join Our Team
  • Workshops
    • Estate Planning is a Gift
    • Roles & Relationships in Estate Planning
    • Planning for Guardianship of Minors
    • 7 Truths (and Untruths) of Estate Planning
    • The Role of Probate: Steps to Take After a Loved One Dies
  • Resources
    • Estate Planning Primer
    • Client Intake Forms
    • Client Communication Policy
  • Podcast
  • Blog
  • Contact
Select Page
Why Today is Better than Next Week When the Goal is to Mitigate Risk

Why Today is Better than Next Week When the Goal is to Mitigate Risk

by Caress Law, PC | Oct 7, 2022 | Estate Planning

Drawing up a thorough and well-considered estate plan is the only way to ensure that your family will be properly provided for after you pass away. However, even the best laid plans usually aren’t executed seamlessly. Unexpected occurrences are likely to affect your...
My Estate Plan Is a Decade Old: Will It Fail?

My Estate Plan Is a Decade Old: Will It Fail?

by Caress Law, PC | Sep 23, 2022 | Estate Planning, Trusts

You took charge of your estate. You met with your lawyer, drafted a will, filled out an advanced directive for healthcare, and maybe even set up some kind of trust. You’re all set, right? Well…if you haven’t updated your estate plan in a while, the answer is probably...
Don’t DIY It: The Dangers of Drafting Wills and Trusts Online

Don’t DIY It: The Dangers of Drafting Wills and Trusts Online

by Caress Law, PC | Sep 13, 2022 | Estate Planning, Trusts

There are some situations where DIY is okay. Making a birdhouse out of popsicle sticks after watching a few YouTube tutorials is a perfectly acceptable DIY project. On the other hand, DIY wills and trusts are rarely good ideas. Take poor Jane Doe*, as an example. Her...
Beneficiary Designations for Retirement Accounts: What They Are & When to Use Them

Beneficiary Designations for Retirement Accounts: What They Are & When to Use Them

by Caress Law, PC | Aug 31, 2022 | Estate Planning

The process of distributing your assets to family and loved ones after your death can be a complicated (and occasionally confusing) aspect of estate planning. Wills and trusts are the primary estate planning vehicles for outlining who should receive your assets and...
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,...
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...
« Older Entries
Next Entries »
Subscribe To Our Blog

Subscribe To Our Blog

Subscribe to our blog and receive emails when we post new content!

You have Successfully Subscribed!

Categories

  • Announcements
  • Estate Planning
  • Estate Tax & Business Planning
  • Podcast
  • Power of Attorney
  • Probate & Trust Administration
  • Trusts

RECENT BLOG POSTS

  • Avoiding Probate: Why It’s the Best Strategy
  • 2023 Changes to Retirement Plans for Beneficiaries
  • Trust Administration: Expectations vs Reality
  • Pour Over Wills and Their Place In Your Estate Plan
  • Estate Planning: Having Tough Conversations Around the Holidays

LET'S GET SOCIAL

  • Facebook
  • Instagram
  • LinkedIn

Disclaimer: This website/blog is made available by our attorneys, staff, and law firm for educational purposes only, as well as to give you a general understanding of the law, and to share general information about our firm, people, and practice areas—not to provide specific legal advice. By visiting this website/blog, you understand that there is no attorney-client relationship between you and the Caress Law, PC attorneys and website publisher. No statement on this website/blog should be relied upon as legal advice. The website/blog should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. Writing to us through this website does not create an attorney-client relationship. Please do not provide any confidential or privileged information in any writing to us through our website. Please read our privacy policy for more information about how your information will be used.

  • Facebook
  • Instagram
  • RSS
Site design by Birdhouse Marketing & Design