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The Clock is Ticking: How Delays Drain Estates
Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk…
Big Tax Changes Are Coming to Washington — Are You Ready?
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress breaks down the sweeping updates to Washington State's estate and capital gains tax laws—set to take effect July 1,…
Naming Your Trust as an Insured Party
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured…
Estate Planning Horror Stories: The Cost of Inaction
In 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, leading to devastating consequences…
Tax-Free Treasure with Annual Exclusion Gifts
In 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 loved ones without triggering…
Understanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2
Welcome 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 for blended families, the…
Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1
In 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 and stepchildren to ensuring…
2026 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 changes, potentially…
The Powerless Power of Attorney
Today'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 to guarantee that financial…
Selling Property in Probate with Mark Charlesworth
In 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 explore key aspects to watch…
Sealing the Deal: Will Execution Formalities Explained
In 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 tales of what happens when…
Untangling the Knot: Oregon's Spousal Elective Share
Is 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, and how planning ahead can save…
When there's no Will – Understanding Intestate Succession
How 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 to choose who their…
Empowering Healthcare Choices: A Guide to Advanced Directives
Joining 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, hospice, and serious illness.…
Planning for Your Pets
In 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 plan. With her beloved golden…
Strategic Legacy Building: Advanced Strategies in Estate Planning
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…
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…
Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence
In 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. Through clear explanations and…
Demystifying the Term "Estate": Understanding its True Meaning
Understanding 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 explore its profound impact on…
7 Common Mistakes to Avoid When Creating your Estate Plan
In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital…
Frequently Asked Questions
Navigating Estate Planning with Caress Law has published 33 episodes since July 2021, covering topics in Education, How To.
Navigating Estate Planning with Caress Law is currently sporadic with new episodes monthly. Average episode length is 21m.
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