In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers...
In this episode, we explore the importance of understanding your estate. Let’s demystify the term to help you better secure your legacy and protect the future of your loved ones. Here are some of the topics covered: • Understanding the Estate • Importance in...
In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge...
Does a Will avoid probate? Will the state take my assets if I die without a Will? Should I name my eldest child executor of my estate? These questions are answered in this episode while we bust the common myths of estate planning. Subscribe to the podcast and listen...
Do you need a Pour Over Will? The answer may surprise you. In this mini episode, we go over the Pour Over Will. What it is, when it is needed in your estate plan, and how it works with a Revocable Trust. Links and Resources Should I Have a Will or a Trust? What is...
![[Episode 15] The Art of Disclaimers in Estate Planning: Navigate Inheritance with Confidence](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/03/CL-the_art_of_estate_planning_and_disclaimers-1080x675.jpg)
![[Episode 14] Demystifying the Term “Estate”: Understanding Its True Meaning](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/02/male-housing-sales-representatives-are-explaining-details-contract-sale-housing-estates-project-customers-who-have-reserved-houses-real-estate-trading-concept-1080x675.jpg)
![[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/01/Episode13_hand-filling-document-closeup-1080x675.jpeg)
![[Episode 12] Fact or Fiction? Common Myths of Estate Planning](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/11/CL_Podcast-12-EP-Myths-1080x675.jpeg)
![[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/10/Caress_pouroverwill-1080x675.jpeg)
