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. Drawing from recent...
In this episode of Navigating Estate Planning with Caress Law, attorney Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families. From unintended heirs to business...
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,...
Welcome to today’s episode, where we dive into the essentials of estate planning with a focus on blended families. We’ll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can...
In this episode, we’re diving into the world of blended families, uncovering the unique challenges they face in estate planning. From juggling the needs of biological and stepchildren to ensuring fair distribution of assets, we’ll explore the emotional and...
![[Episode 30] Naming Your Trust as an Insured Party](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2025/05/suburban-house_crop-1080x675.jpg)
![[Episode 29] Estate Planning Horror Stories: The Cost of Inaction](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/10/CL-Podcast_Ep_29_v2-1080x675.jpg)
![[Episode 28] Tax-Free Treasure with Annual Exclusion Gifts](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/09/CL_Podcast-Ep28-1080x675.jpg)
![[Episode 27] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 2](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/08/CL-Podcast-Ep-27-1080x675.jpg)
![[Episode 26] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/08/CL-Understanding_Blended_Families-1080x675.jpg)
