About this episode

Tammi Caress discusses common estate planning mistakes and strategies for effective planning.

Estate planning isn’t just about documents—it’s about protecting your family, your assets, and the legacy you leave behind. Tammi Caress is the founder and principal attorney of Caress Law in Portland, Oregon, and one of the few trust and estate attorneys in the Pacific Northwest to hold an LL.M. in Estate Planning. With decades of experience in probate, trust administration, tax planning, and business succession, she helps families and business owners navigate complex estate planning decisions with clarity and confidence. In this episode, Tammi joins Seth Krussman to discuss the most common estate planning mistakes, the importance of trusts and beneficiary coordination, planning for special needs family members, charitable giving strategies, business succession planning, and why collaboration between attorneys, financial advisors, and CPAs leads to better outcomes. She also shares practical guidance on keeping estate plans current and protecting loved ones from unnecessary taxes, delays, and complications. Key Takeaways: ● Estate Planning Is More Than a Will: Effective planning starts with goals, strategy, and coordination across all assets and family circumstances. ● Review…

People in this episode

Host: Seth Krussman

Guest: Tammi Caress

Topics covered

• estate planning
• trust strategies
• tax planning
• family legacy
• business succession

Keywords

• estate planning
• trusts
• tax planning
• beneficiary coordination
• charitable giving
• business succession
• family legacy

Mentioned in this episode

Organizations: Caress Law

Places: Portland, Oregon, Pacific Northwest

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