Navigating Estate Planning
Navigating Estate Planning: A Podcast
Tune in to this eye-opening podcast with estate planning attorney, Tammi M. Caress, and learn how to navigate the estate planning process to better protect yourself and your loved ones.
![[Episode 12] Fact or Fiction? Common Myths of Estate Planning](https://caresslaw.estate/wp-content/uploads/2022/11/CL_Podcast-12-EP-Myths-400x250.jpeg)
[Episode 12] Fact or Fiction? Common Myths of Estate Planning
Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate?...
![[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust](https://caresslaw.estate/wp-content/uploads/2022/10/Caress_pouroverwill-400x250.jpeg)
[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust
Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is...
![[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own](https://caresslaw.estate/wp-content/uploads/2022/08/082322_AssetsNotOwned-400x250.jpeg)
[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own
Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your...
![[Episode 9] I Created a Revocable Trust…Now What?](https://caresslaw.estate/wp-content/uploads/2022/08/080322-WhatNow-400x250.jpeg)
[Episode 9] I Created a Revocable Trust…Now What?
Creating your Revocable Trust is the first step to protecting you and your family; however, in order to have the benefits the Revocable...
![[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes](https://caresslaw.estate/wp-content/uploads/2022/07/cost-basis-podcast-400x250.jpeg)
[Episode 8] Cost Basis: What It Is & How it Affects Your Taxes
Cost basis is not a glamorous topic, but it affects everyone. What is cost basis, and how do you calculate cost basis? This episode will...
![[Episode 7] Oregon Estate Tax: What You Need to Know](https://caresslaw.estate/wp-content/uploads/2022/06/oregon-estate-tax-062922-400x250.jpeg)
[Episode 7] Oregon Estate Tax: What You Need to Know
Most people hear about the federal estate tax, but what about Oregon's estate tax? In this episode, we review the Oregon estate tax, help...
![[Episode 6] What is a Fiduciary & How to Choose the Right One](https://caresslaw.estate/wp-content/uploads/2022/06/061522-what-is-a-ficudiary-how-to-choose-one-400x250.jpg)
[Episode 6] What is a Fiduciary & How to Choose the Right One
What is a fiduciary? How can you be sure you're choosing the right one? Tune in to this podcast with estate planning attorney Tammi M....
![[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference](https://caresslaw.estate/wp-content/uploads/2022/05/estate-executor-beneficiary-600x398-1-400x250.png)
[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference
Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your...
![[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan](https://caresslaw.estate/wp-content/uploads/2022/05/estate-planning-for-young-adults-400x250.jpeg)
[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan
Contrary to popular belief, estate planning isn't just for those entering their golden years. In fact, everyone over the age of 18 should...
![[Episode 3] The Effect of Account Titling and Beneficiary Designations in Your Estate Plan](https://caresslaw.estate/wp-content/uploads/2022/05/CL-The-Effect-of-Account-Titling-and-Beneficiary-Designations-in-Your-Estate-Plan-1-1-400x250.jpg)
[Episode 3] The Effect of Account Titling and Beneficiary Designations in Your Estate Plan
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode we will go over...
![[Episode 2] What Is Probate and Can It Be Avoided?](https://caresslaw.estate/wp-content/uploads/2022/04/probate-avoidance-podcast-400x250.jpeg)
[Episode 2] What Is Probate and Can It Be Avoided?
When a loved one passes away, their assets may need to go through a legal procedure called probate in which a court will determine how...
![[Episode 1] Should I Have a Will or a Trust?](https://caresslaw.estate/wp-content/uploads/2022/04/wills-vs-trusts-1-400x250.jpeg)
[Episode 1] Should I Have a Will or a Trust?
Have you been told you need a trust, but don't understand why or what a trust is? Do you think a will avoids probate? This episode breaks...
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