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Estate Planning Horror Stories: The Cost of Inaction
Manage episode 446668141 series 2954717
Contenuto fornito da Tammi Caress. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Tammi Caress o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode of Navigating Estate Planning with Caress Law, Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families. From unintended heirs to business failures and guardianship battles, these cautionary tales emphasize the importance of having a will, trust, healthcare directives, and tax-saving strategies to avoid legal chaos and financial losses.
Links and Resources
On Demand Webinar: Planning for Guardianship of Minors
7 Truths (and Truths) of Estate Planning
Podcasts: Episode 7 Oregon Estate Tax: What You Need To Know
Episode 20 When There's No Will: Understanding Intestate Succession
Episode 21 Untangling the Knot: Oregon's Spousal Elective Share
Episode 25 - 2026 Estate Tax Shake-Up: Protect Your Assets Now!
Episode 26 Understanding Blended Families Part 1
Episode 27 Understanding Blended Families Part 2
Connect with Tammi Caress
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
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