Navigating Estate Planning
Navigating Estate Planning: A Podcast SERIES
Tune in to this eye-opening podcast series with estate planning attorney, Tammi M. Caress, and learn how to navigate the estate planning process to better protect yourself and your loved ones.
Estate Planning Horror Stories Part 2
This Halloween, we’re uncovering estate planning horror stories that are scarier than you might think. From ex-spouses inheriting retirement accounts to family disputes and unexpected debts, discover how simple mistakes can come back to haunt your loved ones and what you can do to prevent them.
Estate Planning Horror Stories Part 1
It’s spooky season, and we’re sharing estate planning horror stories! In this episode, Tammi Caress explores real-world mistakes that have cost families thousands of dollars, from gifting a home without understanding the tax consequences to outdated beneficiary designations and unfunded trusts.
Common Estate Planning Mistakes
Estate planning doesn’t have to be complicated. In our podcast, attorney Tammi Caress gives you clear answers about wills, trusts, probate, and the steps you can take to protect your loved ones.
How to Protect Your New Spouse Without Cutting Out Your Kids
In our latest podcast, listen to Tammi discuss how delaying the process of administering a loved one’s estate could be one of the most costly mistakes a family can make.
Oregon & Washington Estate Tax Update: What Homeowners Need to Know in 2026
In our latest podcast, listen to Tammi discuss how delaying the process of administering a loved one’s estate could be one of the most costly mistakes a family can make.
What Happens to Your Family When You’re Gone
In our latest podcast, listen to Tammi discuss how delaying the process of administering a loved one’s estate could be one of the most costly mistakes a family can make.
The Clock is Ticking: How Delays Drain Estates
In our latest podcast, listen to Tammi discuss how delaying the process of administering a loved one’s estate could be one of the most costly mistakes a family can make.
Big Tax Changes Are Coming to Washington: Are You Ready?
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses the significant tax changes on the horizon for Washington State residents. We are here to help you understand these changes and how these new estate tax and capital gains tax laws could impact your financial future and your family.
Naming Your Trust as an Insured Party
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy.
Estate Planning Horror Stories: The Cost of Inaction
In this episode of Navigating Estate Planning with Caress Law, Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families.
Tax-Free Treasure with Annual Exclusion Gifts
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.
Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 2
In today’s episode, we dive into the essentials of estate planning with a focus on blended families.
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