Recent episodes
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 fiduciaries. Sep 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, and the plAug 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 conflict.Jun 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 opportunities.May 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 long-term 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.
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