Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
![[Episode 31] Big Tax Changes Are Coming to Washington: Are You Ready?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2025/05/CL_Pod31_Washington-Tax-Update_crop-400x250.jpg)
[Episode 31] Big Tax Changes Are Coming to Washington: Are You Ready?
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses the significant tax changes on the horizon for Washington State residents. We are here to help you understand these changes and how these new estate tax and capital gains tax laws could impact your financial future and your family.
How To Split Responsibilities in Your Estate Plan
When it comes to crafting your estate plan, one of the crucial decisions you’ll need to make is how to split responsibilities among your loved ones.
What Estate Planning Documents Do Young Adults Need?
Getting your estate planning documents in order will allow you to rest easy, knowing you’re protected from any unexpected events—no matter your current age.
Why You Need a Trust to Avoid Probate in Oregon
A trust can help your loved ones avoid the probate process and give you more control over how your assets are passed after you are gone.
What Happens If You Use AI to Craft Your Estate Plan?
Artificial intelligence is a powerful tool that can expand our knowledge; however, one should use caution when it comes to drafting legal documents.
How To Value Personal Property in Your Will
Properly valuing personal property in your will is essential to avoid complications for heirs and executors during the probate process.
How to Find Out If Your Loved One Has a Will
One of the most important steps after a loved one’s passing is to find out if they have a will. This can provide clarity on their final wishes and help you navigate the estate.
Refinancing Your House? Don’t Forget This Crucial Step When It Comes to Estate Planning
Refinancing your house requires a crucial step that should not be overlooked—ensuring the property is properly placed back into the trust after the refinancing process is complete.
You Don’t Need $1 Billion to Leave a Legacy Through Gifting
Leaving a legacy doesn’t have to require a monetary transaction. Volunteer, teach, mentor, and lead by example! People will remember you fondly for the work you did during your life, and your name will forever be associated with the impact you’ve made on your local community.
Washington Residents: Do You Qualify for IRS Direct File for Your 2023 Taxes?
The IRS has launched a new pilot program this tax filing season called Direct File, and you’re in luck because Washington is one of the 12 states participating this year! This program allows you to file your federal tax return electronically and directly with the IRS for free, for those who qualify.
![[PRESS RELEASE] Caress Law, PC Announces Merger With Schneider Rasche, LLC](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/02/CaressLaw_PressRelease-FeatureImage-400x250.png)
[PRESS RELEASE] Caress Law, PC Announces Merger With Schneider Rasche, LLC
Portland, OR (12 February 2024) – Caress Law, PC announced today that it will merge with Schneider Rasche, LLC, effective February 12,...
What Could Happen if Your College Student Doesn’t Sign a POA?
Sending your child off to college is a milestone, signifying their transition to adulthood and independence. While you're likely focused...
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