Navigating Estate Planning: An Estate Planning Podcast

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 28] Tax-Free Treasure with Annual Exclusion Gifts

by Caress Law, PC | Sep 7, 2024 | Podcast

In this episode, we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you’re looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate, understanding the Annual Exclusion Gift is crucial.

[Episode 27] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 2

by Caress Law, PC | Aug 26, 2024 | Podcast

In today’s episode, we dive into the essentials of estate planning with a focus on blended families.

[Episode 26] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1

by Caress Law, PC | Aug 13, 2024 | Podcast

In this episode, we’re diving into the world of blended families, uncovering the unique challenges they face in estate planning.

[Episode 25] 2026 Estate Tax Shake-Up: Protect Your Assets Now!

by Caress Law, PC | Jul 26, 2024 | Podcast

The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it’s too late!

[Episode 24] The Powerless Power of Attorney

by Caress Law, PC | Jul 15, 2024 | Podcast

In this episode, attorney Tammi Caress discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated.

[Episode 23] Selling Property in Probate with Mark Charlesworth

by Caress Law, PC | Jun 14, 2024 | Podcast

In this episode, attorney Tammi Caress sits down with real estate expert Mark Charlesworth to delve into the intricacies of the probate process and selling property under probate.

[Episode 22] Sealing the Deal: Will Execution Formalities Explained

by Caress Law, PC | Jun 5, 2024 | Podcast

In this episode, attorney Tammi Caress emphasizes the crucial importance of properly signing a Last Will and Testament to ensure its validity. She shares some jaw-dropping tales of what happens when wills aren’t signed correctly—think unexpected heirs and family drama.

[Episode 21] Untangling the Knot: Oregon’s Spousal Elective Share

by Caress Law, PC | May 21, 2024 | Podcast

Is your spouse entitled to a certain share of your estate? In this episode, attorney Tammi Caress discusses Oregon’s Elective Share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones.

[Episode 20] When There’s No Will: Understanding Intestate Succession

by Caress Law, PC | May 7, 2024 | Podcast

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the states of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones.