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Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney
Manage episode 408012750 series 2954717
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Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In Today’s episode Tammi Caress shares with you the importance of transparency with your estate planning attorney.
Key Points:
- Transparency with Your Estate Planning Attorney
- Understanding Beneficiary Histories
- Living-in Persons in Your Home
- Non-Blood Related Family Members
- Special Needs Beneficiaries
- Anticipating Family Dynamics and Conflicts
- International Considerations
- Health Status Disclosure
- Updates on Life Changes
Google review: https://g.page/r/CZ7knJUB7Sd8EB0/review
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