Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Creating a Trust to Avoid Probate: 4 Other Approaches to Take
Probate can be a nightmare, and it is something many people wish to avoid. Probate isn’t all bad if you’re able to afford it, but is...
Do You REALLY Need a Business Planning Attorney?
If you’re looking to start a business, you may be wondering whether or not business planning attorneys and succession planning is...
Stop Procrastinating and Start Estate Planning
As human beings, we’re no stranger to procrastination. Procrastination can be a symptom of many things such as not knowing where to start,...
Estate Planning is an Act of Kindness
The holidays are the perfect time to give thanks for what you have, and the people who surround you in your life. Obviously, it is...
Protecting Your Family and Gratitude During Thanksgiving
This time of year is dedicated to reflecting on what we are thankful for, and this year is no different, especially during these uncertain...
Estate Planning Basics: 7 Steps to Getting Started with Estate Planning
Estate planning can be complex, and understanding the nuances that go into this area of law can be tricky. It is important to remember...
How the Outcome of the Presidential Election Could Impact Your Estate Plan
If this year has proven anything, it’s that current affairs are far from stagnant. Undeniably, the Covid-19 pandemic has affected the...
Estate Planning 101: Power of Attorney Explained
Ask the average person what they know about estate planning and you’ll probably hear something about last wills and testaments. These are...
Perils of an Outdated Estate Plan (Part 2)
Below are a few more examples of the pitfalls I have seen my clients experience over the last 15 years of practice due to an outdated...
Perils of an Outdated Estate Plan (Part 1)
Like a garden, your Estate Plan reflects the kind of care it gets. Below are a few examples of the pitfalls I have seen my clients...
COVID 19 Office Hours
We recognize that these are uncertain times, and we want to assure you that everyone at Caress Law, PC is still committed to our clients...
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PREVIOUS SPEAKING ENGAGEMENTS
- “Tax Practitioner’s Guide to Estate Planning and Probate & Trust Administration,” Oregon Association of Tax Consultants. 2020 & 2017
- “Planning for Special Needs” Morgan Stanley. 2017
- “What Happens When a Client Dies? An overview of trust and probate administration, timing, taxation and fiduciary responsibilities”, NAPFA. 2017
- “How Probate Can Affect your Real Estate Transaction,” Ticor Title. 2015, 2016, 2019
- “Estate Planning Basics and How to Avoid Probate,” Golden Years Real Estate Solutions. 2016
- “Closing the Probate Estate,” National Business Institute. 2015
- “What Seniors (& Those Who Help Them) Should Know About Financial Professionals,” Senior Social Services Network. 2015
- “Probate Pitfalls.” Hewins Financial Service. 2012
- “Estate Planning for Young Adults,” United Way Worldwide. 2010
- “Estate Planning Basics,” National Business Institute. 2010
- “Planning for Real Property in Estate Planning & Administration,” National Business Institute. 2008
- “Estate Planning, Emphasizing Antique Automobiles,” Tumbleweed V-8 Club. 2008
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