Navigating Estate Planning with Caress Law Tammi Caress

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 time and expense for your loved ones.
 
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
 

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 beneficiaries are and how they inherit.
In this episode we discuss what it means to die intestate (without a Will) and the impact it has on those you leave behind.
 
Links and Resources Mentioned
What is Probate and Can it be Avoided podcast episode
https://caresslaw.estate/episode-2-what-is-probate-and-can-it-be-avoided/
Free On Demand Workshops: https://caresslaw.estate/estate-planning-workshops/
Business google review: https://g.page/r/CZ7knJUB7Sd8EB0/review
 
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
 

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. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, and when it's best to start advanced care planning.
 
Key Takeaways:
Purpose of Advanced Directives Beyond End-of-Life Decisions Involving Appointed Representatives Role of Healthcare Providers Optimal Timing for Advanced Care Planning How to contact Lori Eckel: https://www.lorieckel-lcsw.com/
Resources:
Conversation Project: https://theconversationproject.org/
Prepare for Your Care: https://prepareforyourcare.org/en/welcome
Caress Law Resources: https://caresslaw.estate/estate-planning-resources/
Caress Law Free Workshops: https://caresslaw.estate/estate-planning-workshops/
 
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
 

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 retriever by her side, Tammi emphasizes the emotional bond we share with our furry companions and offers actionable steps to ensure their care even after we're gone.
Key Points Covered:
Personal Connection to Pets Importance of Pet Planning in Estate Plans Incorporating Pets into Estate Plans Choosing Caretakers for Pets Alternative Options for Pet Care  
Recommended Action Items:
Review and update estate plans to include provisions for pets. Consider potential caretakers and trustees for pets' well-being. Explore options such as pet trusts and charitable programs for pet care.  
Google Business Review: https://g.page/r/CZ7knJUB7Sd8EB0/review
 
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
 

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 shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones. 
Key Points:
Overview of estate and gift taxes, emphasizing thresholds for taxation at federal and state levels. Techniques discussed: Tax-free gifts up to $18,000 per individual annually. Direct payment of tuition and medical expenses to institutions. Charitable contributions and trusts for tax deductions and reducing estate tax burden. Irrevocable trusts such as charitable remainder trusts and grantor retained annuity trusts. Family limited partnerships to reduce estate tax through minority interest discounts.  
Google review: https://g.page/r/CZ7knJUB7Sd8EB0/review
If you want written materials on the subject, please click on the link to our blog:
7 Advanced Estate Planning Strategies to Reduce Estate Taxes:
 https://caresslaw.estate/?s=advance+estate&et_pb_searchform_submit=et_search_proccess&et_pb_include_posts=yes&et_pb_include_pages=yes
 
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
 

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/