Retirement is just another word for that moment in your life when time is no longer money. If you’ve prioritized financial security throughout your working life, this may sound like a silly joke (or a cringy one). If you haven’t prioritized financial security,...
At Caress Law, one of the most important jobs we have is to keep you educated about legislation updates or policy changes that could impact your estate plan. That being said, we want to fill you in on the details of a recent Oregon legislation change. In 2021, the...
Trusts are a valuable estate planning tool. They offer a myriad of benefits, such as: The ability to pass your assets directly to your beneficiaries without going through probate court Faster transfer of assets after death The ability to set parameters for the...
Contrary to popular belief, estate planning isn’t just for those entering their golden years. In fact, everyone over the age of 18 should have certain estate planning documents in place. Learn more about estate planning necessities for young adults in my latest...
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the context of offshore trusts established in tax havens, such as Panama or the Cook Islands. Individuals establishing such trusts...
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