In this episode of Navigating Estate Planning with Caress Law, attorney Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families. From unintended heirs to business failures and guardianship battles, these cautionary tales emphasize the importance of having a will, trust, healthcare directives, and tax-saving strategies to avoid legal chaos and financial losses.
Links and Resources Mentioned
On-Demand Workshop: Planning for Guardianship of Minors
On-Demand Workshop: 7 Truths (and Untruths) of Estate Planning
Podcast Episodes:
Episode 7: Oregon Estate Tax
Episode 20: Understanding Intestate Succession
Episode 21: Oregon’s Spousal Elective Share
Episode 25: 2026 Estate Tax Shake-Up
Episode 26: Understanding Blended Families Pt. 1
Episode 27: Understanding Blended Families Pt. 2
Connect with Tammi Caress
Follow the podcast in Apple Podcasts or Spotify
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