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 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
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
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?
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?
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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