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 17] Strategic Legacy Building: Advanced Strategies in Estate Planning

by Caress Law, PC | Mar 27, 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 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.

[Episode 15] The Art of Disclaimers in Estate Planning: Navigate Inheritance with Confidence

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

In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate...

[Episode 14] Demystifying the Term “Estate”: Understanding Its True Meaning

by caresslaw | Feb 12, 2024 | Podcast

In this episode, we explore the importance of understanding your estate. Let's demystify the term to help you better secure your legacy...

[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan

by Caress Law, PC | Jan 29, 2024 | Podcast

In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting...

[Episode 12] Fact or Fiction? Common Myths of Estate Planning

by Caress Law, PC | Nov 7, 2022 | Podcast

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

by Caress Law, PC | Oct 25, 2022 | Podcast

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

by Caress Law, PC | Aug 15, 2022 | Podcast

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?

by Caress Law, PC | Aug 1, 2022 | Podcast

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

by Caress Law, PC | Jul 12, 2022 | Podcast

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

by Caress Law, PC | Jun 27, 2022 | Podcast

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

by Caress Law, PC | Jun 14, 2022 | Podcast

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....

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RECENT PODCASTS

[Episode 24] The Powerless Power of Attorney

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

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

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

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.