HeyJaredNavigating Estate Planning with Caress Law
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 15, 2026
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- Aug 4, 2026
Latest episodes
How to Protect Your New Spouse Without Cutting Out Your Kids: Blended Families Pt 3 (opens the original)
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Can you protect a new spouse and guarantee your kids from a first marriage still inherit? In this episode, Tammi breaks down the practical fixes for blended family estate planning — QTIP trusts, ILITs, premarital agreements, beneficiary audits, and choosing the right fiduciaries — plus why the hardest part usually isn't the paperwork, it's the conversation. In This Episode You Will Learn Estate Planning Resources for Blended Families Understanding Blended Families: Navigating Estate Planning and
Oregon and Washington Estate Taxes: What's Changed and Why It's Hitting More Families (opens the original)
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If you own a home and a retirement account in Oregon or Washington, your family may already owe estate taxes — even if you've never thought of yourself as wealthy. In this episode, Tammi breaks down Oregon's frozen $1 million exemption, Washington's rapidly shifting exemption and tax rate, why owning property in a state you don't live in can trigger taxes there too, and the planning tools (marital deduction, QTIP trusts, exemption trusts, gifting, and LLCs) that can meaningfully reduce or elimin
What Happens to Your Family When You're Gone (opens the original)
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Tammi Caress replays her guest appearance on the APM Success Podcast, where she and host Justin Harvey dig into what really happens to your family, your business, and the people you love when you're gone. The conversation covers why estate planning gets pushed to the bottom of the to-do list, how to choose the right people to carry out your wishes, and why waiting is almost always the most expensive decision a family can make. Notable Quotes "The most expensive administrations to settle in an es
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