Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
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...
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...
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 11] How The Pour Over Will Works Alongside Your Revocable Trust](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/10/Caress_pouroverwill-1080x675.jpeg)
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/08/082322_AssetsNotOwned-1080x675.jpeg)
![[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)
