Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Fit for a Queen: What We Can Learn from Queen Elizabeth’s Estate Plan
It probably doesn’t come as a shock that the royal estate of Queen Elizabeth II was enormous—valued at around $27 billion. While the Queen...
Why Today is Better than Next Week When the Goal is to Mitigate Risk
Drawing up a thorough and well-considered estate plan is the only way to ensure that your family will be properly provided for after you...
My Estate Plan Is a Decade Old: Will It Fail?
You took charge of your estate. You met with your lawyer, drafted a will, filled out an advanced directive for healthcare, and maybe even...
Don’t DIY It: The Dangers of Drafting Wills and Trusts Online
There are some situations where DIY is okay. Making a birdhouse out of popsicle sticks after watching a few YouTube tutorials is a...
Beneficiary Designations for Retirement Accounts: What They Are & When to Use Them
The process of distributing your assets to family and loved ones after your death can be a complicated (and occasionally confusing) aspect...
Protecting Your Family’s Financial Security Goes Beyond Estate Planning
Retirement is just another word for that moment in your life when time is no longer money. If you’ve prioritized financial security...
Oregon’s Estate Tax Filing Deadline Has Changed. Here’s How it Could Impact You…
At Caress Law, one of the most important jobs we have is to keep you educated about legislation updates or policy changes that could...
What is a Trust Protector and Do I Need One?
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the...
Planning for Incapacity: The Important Difference Between Conservatorship, Guardianship, Power of Attorney, and Supported Decision-Making
No one likes to think about the possibility that they may become incapacitated or otherwise unfit to make their own financial decisions,...
4 Estate Planning Tasks to Complete While You’re Still of Sound Body and Mind
Many people associate estate planning with that one inevitable aspect of life we don't like to think about: death. However, we should not...
Estate Planning for Second Marriages and Blended Families: 4 Mistakes to Avoid
Older adults are remarrying more and more often. In 1960, only 42% of previously married individuals 55 years and older ever remarried. In...
The Difference Between Wills and Trusts
Wills and trusts serve many of the same purposes, so it is natural that the two are often confused. Both are important estate planning...
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