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[Episode 17] Strategic Legacy Building: Advanced Strategies in Estate Planning

[Episode 17] Strategic Legacy Building: Advanced Strategies in Estate Planning

by Caress Law, PC | Mar 27, 2024 | Podcast

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the states of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation...
[Episode 16] Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney

[Episode 16] Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney

by Caress Law, PC | Mar 21, 2024 | Podcast

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the states of Oregon and Washington. In today’s episode, Tammi Caress shares with you the importance of transparency with your estate...
[Episode 15] The Art of Disclaimers in Estate Planning: Navigate Inheritance with Confidence

[Episode 15] The Art of Disclaimers in Estate Planning: Navigate Inheritance with Confidence

by Caress Law, PC | Mar 5, 2024 | Podcast

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...
[Episode 14] Demystifying the Term “Estate”: Understanding Its True Meaning

[Episode 14] Demystifying the Term “Estate”: Understanding Its True Meaning

by Caress Law, PC | Feb 12, 2024 | Podcast

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...
[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan

[Episode 13] 7 Common Mistakes to Avoid When Creating Your Estate Plan

by Caress Law, PC | Jan 29, 2024 | Podcast

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...
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