Navigating Estate Planning with Caress Law
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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Sep 15, 2026 · 32 minHow to Protect Your New Spouse Without Cutting Out Your Kids: Blended Families Pt 3Tammi breaks down practical estate planning fixes for blended families, including QTIP trusts, ILITs, premarital agreements, beneficiary audits and choosing the right fidSep 2, 2026 · 48 minOregon and Washington Estate Taxes: What's Changed and Why It's Hitting More FamiliesTammi explains Oregon's frozen $1 million estate tax exemption and Washington's shifting exemption and rates, why owning property in another state can trigger tax there, Aug 4, 2026 · 39 minWhat Happens to Your Family When You're GoneA guest appearance where Tammi discusses the impact on a family after a death, how to select fiduciaries, and why clear estate planning documents prevent sibling conflictJun 26, 2025 · 34 minThe Clock is Ticking: How Delays Drain EstatesHow postponing estate administration creates real financial consequences, from missed tax deadlines and frozen assets to higher legal fees and lost planning opportunitiesMay 28, 2025 · 14 minBig Tax Changes Are Coming to Washington: Are You Ready?Tammi outlines Washington State's tax reforms taking effect July 1, 2025, including a $3 million estate tax exemption, higher top rates, and a capital gains tax on large Apr 28, 2025 · 9 minNaming Your Trust as an Insured PartyA short episode on why properly listing your trust on homeowner's and vehicle insurance policies matters, and how skipping it can lead to denied claims.Oct 24, 2024 · 16 minEstate Planning Horror Stories: The Cost of InactionIn 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, leadingSep 5, 2024 · 21 minTax-Free Treasure with Annual Exclusion GiftsIn 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 loveAug 23, 2024 · 28 minUnderstanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2Welcome 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 Aug 13, 2024 · 22 minUnderstanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1In 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 andJul 25, 2024 · 28 min2026 Estate Tax Shake-Up: Protect Your Assets Now!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 Jul 11, 2024 · 16 minThe Powerless Power of AttorneyToday'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 toJun 13, 2024 · 38 minSelling Property in Probate with Mark CharlesworthIn 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 eMay 30, 2024 · 17 minSealing the Deal: Will Execution Formalities ExplainedIn 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 taMay 16, 2024 · 12 minUntangling the Knot: Oregon's Spousal Elective ShareIs 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, andMay 2, 2024 · 28 minWhen there's no Will – Understanding Intestate SuccessionHow 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 Apr 15, 2024 · 28 minEmpowering Healthcare Choices: A Guide to Advanced DirectivesJoining 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, Apr 4, 2024 · 16 minPlanning for Your PetsIn 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 planMar 21, 2024 · 27 minStrategic Legacy Building: Advanced Strategies in Estate PlanningTammi 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 WashingtonMar 20, 2024 · 22 minBehind Closed Doors: Disclosing Private Matters to Your Estate Planning AttorneyTammi 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 WashingtonFeb 22, 2024 · 27 minUnlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with ConfidenceIn 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. TFeb 8, 2024 · 16 minDemystifying the Term "Estate": Understanding its True MeaningUnderstanding 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 exploJan 25, 2024 · 26 min7 Common Mistakes to Avoid When Creating your Estate PlanIn this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastiNov 8, 2022 · 27 minFact or Fiction? Common Myths of Estate PlanningDoes 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 thiOct 25, 2022 · 14 minHow The Pour Over Will Works Alongside Your Revocable TrustDo 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 Resour
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