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...
The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies...
Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures...
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. They explore key aspects to watch for, including how to avoid predatory tactics, and...
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...
![[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)
![[Episode 25] 2026 Estate Tax Shake-Up: Protect Your Assets Now!](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/07/CL-Podcast_Ep_25_2026_Estate_Tax-1080x675.jpg)
![[Episode 24] The Powerless Power of Attorney](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/07/CL-Podcast_Ep24_POA-1080x675.jpg)
![[Episode 23] Selling Property in Probate with Mark Charlesworth](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/06/CL-episode-23-selling_probate-1080x675.jpg)
![[Episode 22] Sealing the Deal: Will Execution Formalities Explained](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/06/CL-episode-22-will_execution-1080x675.jpg)
