Navigating Estate Planning with Caress Law

Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk…

In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress breaks down the sweeping updates to Washington State’s estate and capital gains tax laws—set to take effect July 1, 20…

In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured…

In this episode of Navigating Estate Planning with Caress Law, Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences …

In this episode we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you're looking to give meaningful financial gifts to your loved ones without triggering tax…

Welcome to today's episode, where we dive into the essentials of estate planning with a focus on blended families. We'll explore the critical documents in an estate plan for blended families, the con…

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 fai…

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 impactin…

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 ins…

In this episode, Tammi 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 f…

In this episode, host 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 will…

Is your spouse entitled to a certain share of your estate? In this episode Tammi Caress discusses Oregon’s Elective share, the amount a spouse is entitled to receive, and how planning ahead can save …

How would you feel if you had no control over who inherited from you? This is precisely what happens when a person passes away without a will: they give up their freedom to choose who their beneficia…

Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness.…

In this episode of "Navigating Estate Planning with Caress Law," host Tammi Caress dives into the often-overlooked yet crucial topic of including pets in your estate plan. With her beloved golden ret…

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 s…

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 Ca…

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…

Understanding your estate is crucial for securing your legacy and protecting your loved ones' futures. Join us in this episode as we demystify the term 'estate' and explore its profound impact on you…

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 …