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[Episode 12] Fact or Fiction? Common Myths of Estate Planning

[Episode 12] Fact or Fiction? Common Myths of Estate Planning

by Caress Law, PC | Nov 7, 2022 | Podcast

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...
[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

[Episode 11] How The Pour Over Will Works Alongside Your Revocable Trust

by Caress Law, PC | Oct 25, 2022 | Podcast

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 10]  I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own

[Episode 10] I’ve Created a Revocable Trust, Now What? Assets That a Trust Does Not Own

by Caress Law, PC | Aug 15, 2022 | Podcast

Creating your Revocable Trust is the first step to protecting you and your family; however, not all assets can or should be owned by your revocable trust. This episode address how to pass those assets to your loved ones while still avoiding the probate process. I...
[Episode 9]  I Created a Revocable Trust…Now What?

[Episode 9] I Created a Revocable Trust…Now What?

by Caress Law, PC | Aug 1, 2022 | Podcast

Creating your Revocable Trust is the first step to protecting you and your family; however, in order to have the benefits the Revocable Trust offers, the trust creator (Trustor, Grantor, Settler) has the homework of titling their assets in the name of the newly...
[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference

[Episode 5] Revocable vs. Irrevocable Trusts: What’s the Difference

by Caress Law, PC | May 29, 2022 | Podcast

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...
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RECENT BLOG POSTS

  • Trust Administration: Expectations vs Reality
  • Pour Over Wills and Their Place In Your Estate Plan
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  • [Episode 12] Fact or Fiction? Common Myths of Estate Planning

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