Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
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.
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.
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...
Navigating the Corporate Transparency Act: A Vital Update for Your Small Business
In the ever-evolving landscape of corporate regulations, staying informed is not just an option, but a necessity. The forthcoming...
7 Advanced Estate Planning Strategies to Reduce Estate Taxes
Planning for a future of unknowns is the goal for everyone when they are crafting an effective estate plan. And when planning for how you...
How High Interest Rates Could Impact Your Estate Plan
Inflation can have a big impact on how you structure your estate plan, and so it should be an important consideration when drafting your...
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