Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney

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 planning attorney. 

Key Points:

• Transparency with Your Estate Planning Attorney
• Understanding Beneficiary Histories
• Living-in Persons in Your Home
• Non-Blood Related Family Members
• Special Needs Beneficiaries
• Anticipating Family Dynamics and Conflicts
• International Considerations
• Health Status Disclosure
• Updates on Life Changes

Google review: https://g.page/r/CZ7knJUB7Sd8EB0/review

Connect with Tammi Caress

https://caresslaw.estate/

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