Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk through the top cost drivers that come from waiting too long and why...
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...
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,...
![[Episode 32] The Clock is Ticking: How Delays Drain Estates](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2025/07/retro-antique-old-clock-with-abstract-light-1080x675.jpg)
![[Episode 31] Big Tax Changes Are Coming to Washington: Are You Ready?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2025/05/CL_Pod31_Washington-Tax-Update_crop.jpg)
![[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)
