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 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.

[Episode 19] Empowering Healthcare Choices: A Guide to Advanced Directives

by Caress Law, PC | May 1, 2024 | Podcast

Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker...

[Episode 18] Planning for Your Pets

by Caress Law, PC | Apr 16, 2024 | Podcast

[Episode 17] Strategic Legacy Building: Advanced Strategies in Estate Planning

by Caress Law, PC | Mar 27, 2024 | Podcast

[Episode 16] Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney

by Caress Law, PC | Mar 21, 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 Caress shares with you the importance of transparency with your estate planning attorney.