Navigating Estate Planning with Caress Law Tammi Caress

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 for, including how to avoid predatory tactics, and emphasize the critical role of professional guidance during this challenging time.
Connect with Mark Charlesworth

Mark Charlesworth and the Mark Charlesworth Real Estate Team: https://www.markcharlesworth.com/
Connect with Tammi Caress
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
Follow the podcast in Apple Podcasts or Spotify
https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621
https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp
 
 Links and Resources

Need to brush up on the probate process? See Episode 2 – What is Probate and Can It Be Avoided: https://caresslaw.estate/episode-2-what-is-probate-and-can-it-be-avoided/  

Brush up on estate planning basics by listing to Episode 12 – Fact or Fiction? Common Myths of Estate Planning: https://caresslaw.estate/episode-12-fact-or-fiction-common-myths-of-estate-planning/

Business google review: https://g.page/r/CZ7knJUB7Sd8EB0/review

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 wills aren't signed correctly—think unexpected heirs and family drama.
Tammi’s advice? Get a pro, follow the rules, and keep the peace (and your wishes) intact!
What You Will Learn:
Importance of Proper Will Execution Case Studies of improperly signed wills State Law and Intestate Succession Legal Requirement for a Valid Will Special Circumstances to Will Signings Are E-signatures Valid? Links and Resources
Episode 21 Untangling the Knot? 
 https://caresslaw.estate/estate-planning-podcast/
 Business google review: https://g.page/r/CZ7knJUB7Sd8EB0/review
https://caresslaw.estate/
https://www.linkedin.com/in/caresslaw/
Follow the podcast in Apple Podcasts or Spotify
https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621
https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp
 

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/