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Navigating Estate Planning with Caress LawAuthor: Tammi Caress
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ghosts of Plans Past: When Old Decisions Come Back to Haunt | Oregon and Washington
Episode 38
Wednesday, 28 October, 2026
Some estate planning mistakes don't show up for years. In part two of our October horror stories, Tammi Caress walks through five decisions that came back to haunt Oregon and Washington families: The Ex Who Wouldn't Leave: how an ex-spouse can inherit a retirement account a decade after the divorce, and why informal agreements after a divorce create legal messes Choosing the Wrong Executor: why the overseas child or the oldest child may not be the right choice to settle your estate The Business That Died With Its Owner: what happens to a business, its employees, and its value when there's no succession plan The Zombie Bills: why being married doesn't give you authority over your spouse's finances if they lose capacity The Creditor Who Came Back: why distributing an estate too early can leave the personal representative personally liable If your plan hasn't been reviewed in years, or you've recently lost a loved one, schedule a consultation at CaressLaw.estate. Watch the podcast here. Chapters 00:00 Why old decisions come back to haunt 00:00 Ex-spouses, beneficiary forms, and divorce decrees 00:00 Choosing the right executor 00:00 Business succession planning 00:00 Incapacity without a power of attorney 00:00 Distributing an estate too early 00:00 How to review your plan Disclaimer: This episode is for educational purposes only and is not legal or tax advice. Stories are composites and do not describe actual clients. Listening does not create an attorney-client relationship. Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/ https://www.instagram.com/caresslaw/ Follow the podcast in Apple Podcasts, Spotify, and YouTube https://podcasts.apple.com/us/podcast/navigating-estate-planning-with-caress-law/id1576876621 https://open.spotify.com/show/4iGJ7mtWDeqgHExxPqKeKp https://www.youtube.com/@thewillsandtrustlawyer
