Don't Die Without Answering These Important Estate Questions w. Atty Tammi Caress

Описание: What happens to your family, your business, and the people you love when you’re no longer here? In this episode, Attorney Tammi Caress shares why estate planning isn’t just about documents; it’s about the conversations, decisions, and people you choose long before they’re needed.

You’ll learn how to select the right people, why birth order is often the wrong reason to appoint someone, and how delays can become the most expensive mistake in estate administration. Tammi also walks through common pitfalls, the importance of properly funding a trust, when a corporate trustee makes sense, and the key questions she asks business owners to prevent surprises. Listen in for practical guidance to help ensure your spouse, children, and even your pets are protected and that your plan actually works when it matters most.


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About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.


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