Navigating Estate Planning with Caress Law

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How To #199

Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.

Recent Episodes
  • Big Tax Changes Are Coming to Washington — Are You Ready?
    May 28, 2025 – 13:40
  • Naming Your Trust as an Insured Party
    Apr 28, 2025 – 09:15
  • Estate Planning Horror Stories: The Cost of Inaction
    Oct 24, 2024 – 15:48
  • Tax-Free Treasure with Annual Exclusion Gifts
    Sep 5, 2024 – 21:11
  • Understanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2
    Aug 23, 2024 – 28:04
  • Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1
    Aug 13, 2024 – 22:10
  • 2026 Estate Tax Shake-Up: Protect Your Assets Now!
    Jul 25, 2024 – 28:08
  • The Powerless Power of Attorney
    Jul 11, 2024 – 16:05
  • Selling Property in Probate with Mark Charlesworth
    Jun 13, 2024 – 38:24
  • Sealing the Deal: Will Execution Formalities Explained
    May 30, 2024 – 16:32
  • Untangling the Knot: Oregon’s Spousal Elective Share
    May 16, 2024 – 12:07
  • When there’s no Will – Understanding Intestate Succession
    May 2, 2024 – 27:42
  • Empowering Healthcare Choices: A Guide to Advanced Directives
    Apr 15, 2024 – 27:38
  • Planning for Your Pets
    Apr 4, 2024 – 15:49
  • Strategic Legacy Building: Advanced Strategies in Estate Planning
    Mar 21, 2024 – 27:18
  • Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney
    Mar 20, 2024 – 21:58
  • Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence
    Feb 22, 2024 – 27:24
  • Demistifying the Term "Estate": Understanding its True Meaning
    Feb 8, 2024 – 15:50
  • 7 Common Mistakes to Avoid When Creating your Estate Plan
    Jan 25, 2024 – 25:44
  • Fact or Fiction? Common Myths of Estate Planning
    Nov 8, 2022 – 26:45
  • How The Pour Over Will Works Alongside Your Revocable Trust
    Oct 25, 2022 – 14:16
  • I've Created a Revocable Trust, Now What? Assets Which Are Not Owned by the Trust
    Aug 11, 2022 – 18:18
  • I Created a Revocable Trust. Now What? What You Need to Know About Funding Your Trust
    Jul 26, 2022 – 32:41
  • Cost Basis: What It Is and How It Affects Your Taxes
    Jul 12, 2022 – 14:11
  • Oregon Estate Tax: What You Need to Know
    Jun 28, 2022 – 18:48
  • What is a Fiduciary and How to Choose the Right One
    Jun 14, 2022 – 16:08
  • Revocable and Irrevocable Trusts - What's the Difference?
    May 31, 2022 – 17:42
  • Important Documents Every Young Adult Should Have in Their Estate Plan
    May 17, 2022 – 15:48
  • The Effect of Account Titling and Beneficiary Designations in Your Estate Plan
    May 3, 2022 – 26:13
  • What is Probate and Can it be Avoided?
    Apr 20, 2022 – 31:36
  • Should I Have a Will or a Trust?
    Apr 5, 2022 – 36:55
  • Welcome to Navigating Estate Planning with Caress Law
    Jul 16, 2021 – 02:15
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