![[Episode 28] Tax-Free Treasure with Annual Exclusion Gifts](https://caresslaw.estate/wp-content/uploads/2024/09/CL_Podcast-Ep28-1080x675.jpg)
by Caress Law, PC | Sep 7, 2024 | Podcast
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,...
![[Episode 27] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 2](https://caresslaw.estate/wp-content/uploads/2024/08/CL-Podcast-Ep-27-1080x675.jpg)
by Caress Law, PC | Aug 26, 2024 | Podcast
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...
![[Episode 26] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1](https://caresslaw.estate/wp-content/uploads/2024/08/CL-Understanding_Blended_Families-1080x675.jpg)
by Caress Law, PC | Aug 13, 2024 | Podcast
In this episode, we’re diving into the world of blended families, uncovering the unique challenges they face in estate planning. From juggling the needs of biological and stepchildren to ensuring fair distribution of assets, we’ll explore the emotional and...
![[Episode 25] 2026 Estate Tax Shake-Up: Protect Your Assets Now!](https://caresslaw.estate/wp-content/uploads/2024/07/CL-Podcast_Ep_25_2026_Estate_Tax-1080x675.jpg)
by Caress Law, PC | Jul 26, 2024 | Podcast
The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies...
![[Episode 24] The Powerless Power of Attorney](https://caresslaw.estate/wp-content/uploads/2024/07/CL-Podcast_Ep24_POA-1080x675.jpg)
by Caress Law, PC | Jul 15, 2024 | Podcast
Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures...
![[Episode 23] Selling Property in Probate with Mark Charlesworth](https://caresslaw.estate/wp-content/uploads/2024/06/CL-episode-23-selling_probate-1080x675.jpg)
by Caress Law, PC | Jun 14, 2024 | Podcast
In this episode, attorney Tammi Caress sits down with real estate expert Mark Charlesworth to delve into the intricacies of the probate process and selling property under probate. They explore key aspects to watch for, including how to avoid predatory tactics, and...
