Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
2023 Changes to Retirement Plans for Beneficiaries
If you have a 401k or an IRA retirement plan, it can seem like the rules governing these accounts are always changing. And with the most...
Trust Administration: Expectations vs Reality
A trust can be a great way to ensure that a person’s assets are managed effectively after they pass—without having to go through the...
Pour Over Wills and Their Place In Your Estate Plan
As part of your estate plan, you may decide to establish a trust in order to pass some or all of your personal assets to your loved ones...
Estate Planning: Having Tough Conversations Around the Holidays
When most people think of Thanksgiving, they think of good times with extended family, bountiful plates of food and, maybe, some difficult...
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...
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