Navigating Estate Planning with Caress Law

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 c…

Do you need a Pour Over Will?  The answer may surprise you. In this mini episode, we go over the Pour Over Will and when it is needed in your estate plan.

Links and Resources Mentioned

Should I Have …

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 asset…

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…

Cost basis is not a glamorous topic, but it affects everyone. What is cost basis and how do you calculate cost basis? This episode will teach you what cost basis is and how it affects you and your lo…

Most people hear about the federal estate tax, but what about Oregon's estate tax?  In this episode, we review the Oregon estate tax, help you determine if your estate will be subject to this tax, an…

The only thing more important than having fiduciaries in place in the event of incapacity or death, is who you choose to represent you and your family when the time comes. In this episode, you will l…

While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and irrevocable trusts. When it comes to estate planning, these two…

Estate Planning is not just about planning for your death. Just as important are documents that allow someone to help if you become incapacitated. Learn about the most important documents every young…

Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode, we will go over title of assets and the effect it has on how assets pass at d…

You may have heard of probate, but do you know what it is? Many people do not understand the probate process when it is required at death and if your estate will be subject to it. In this episode, we…

Have you been told you need a trust but don't understand why or what a trust is? Do you think a Will avoids probate? This episode breaks down the differences between a Will and a Trust and why you ma…

Welcome to Navigating Estate Planning with Caress Law. Meet your guide Tammi Caress.

Connect with Tammi Caress

https://caresslaw.estate/

https://www.linkedin.com/in/caresslaw/