Estate Planning Workshops
Register for An Upcoming Estate Planning Workshop
May 15, 2025
1-3pm PT
McMenamins Kennedy School
Creating your Estate Planning
Join Drew Watkins, CFP of Edward Jones, and Tammi Caress, Principal Owner and Attorney at Caress Law, PC, for an informational session on how to create an estate plan that protects you, your assets, and your loved ones.
May 15, 2025
1-3pm PT
McMenamins Kennedy School, 5736 NE 33rd Ave, Portland, OR 97211
Reserve your spot today! RSVP by May 8 by contacting Katy at kathleen.fackler@edwardjones.com or by calling (503) 493-1390.
On-Demand Workshops
HOW TO REDUCE YOUR ESTATE TAX LIABILITY
With some smart forward-thinking, and maximizing certain tools, you can substantially reduce or eliminate your estate tax burden due to the IRS.
ESTATE PLANNING: A GIFT FOR THE ENTIRE FAMILY
Tune in to this free on-demand workshop about how estate planning impacts each member of the family now, and later in life.
GUARDIANSHIP OF MINORS
Parenting is hard, but planning for the “what-ifs” of the future doesn’t have to be. Caress Law, PC can help you protect your family, no matter what.
7 TRUTHS (AND UNTRUTHS) OF ESTATE PLANNING
We know that when it comes to wills and trusts, most people have a lot of questions—but very few people ever get answers. We want to change that.
Download our Estate Planning Primer
Our Estate Planning Primer will introduce you to the various estate planning tools, explain what they do, and help you gain familiarity with the terminology and process.