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Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney
What's in this episode
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/