In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge to navigate these pitfalls and secure their legacy.
Here are some of the topics covered:
• DIY Wills and Trusts
• Working with an Estate Planning Attorney to minimize taxes
• Who to choose as your executor or trustee
• How to plan for your digital assets
• Funding your revocable trust
• Minimizing delays and estate complications
Subscribe to the podcast and listen to past episodes where we dive deeper into some of the myths and topics covered in this episode.
Connect with Tammi Caress
Podcast Disclaimer: By accessing this Podcast, I acknowledge that the entire contents and design of this Podcast, are the property of Caress Law, PC (“Caress Law”), or used by Caress Law with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Caress Law, which may be requested by contacting the Caress Law office at clientservices@caresslaw.estate.
By accessing this Podcast, I acknowledge that Caress Law makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, Caress Law does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of Caress Law. Caress Law assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, Caress Law makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.
DISCLAIMER: The information in this podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episode, you understand that there is no attorney client relationship between you and the Caress Law attorneys and podcast publisher. No information contained in this episode should be construed as legal advice from Caress Law or the individual author, hosts, or guests, nor is it intended to be a substitute for legal counsel on any subject matter. No listener of this episode should act or refrain from acting on the basis of any information included in, or accessible through, this episode without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country or other appropriate licensing jurisdiction.
CARESS LAW EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL’S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
