Estate Planning with Tammi Caress: Demystifying Estate Planning in Oregon

A series of four estate planning webinars held quarterly.
No one really likes to think about what happens when they become incapacitated or after they’ve passed on. But if you have a family that you love and assets that you want to protect, you want to make plans for what happens after you’re gone.
This is where estate planning comes in. Estate planning simply means making the best decisions possible for managing your assets and protecting your family after you pass away. A pervading myth in our society is that estate planning is something that only the uber-wealthy do. This just isn’t true. Regardless of what you have, you may benefit a lot from planning your estate.
In this webinar series, the Adler Mechals Group and Tammi M. Caress and Tasha Lyn Cosimo of Caress Law PC collaborate to bring you helpful information available for estate planning in Oregon. More importantly, the webinar is designed to show you how to make your estate plan match your financial plan for retirement.
This will be a series of four webinars held quarterly. The webinar topics are as follows:
1.Minimizing Oregon Estate Tax
2.Investments and Risk
3.Planning for Incapacitation
4.Income for Life: A Case Study
The first webinar is on November 11, 2021 at 12:00 PM Pacific Time.
We encourage you to sign up for this webinar. The information here will help you learn how to prepare for the inevitable and shield your family from what happens next.
About the Adler Mechals Group
Adler Mechals Group is a team of wealth management experts led by Eric Adler and Kip Mechals. The Group is dedicated to helping clients create optimum financial strategies that will give meaning to their wealth and allow them to face their future with confidence. Adler Mechals is associated with Cascadia Wealth Management.
About Tammi M. Caress
Tammi M. Caress is one of only a handful of lawyers in Oregon to have a legal Master’s degree (LL.M.) in estate planning. With over a decade’s worth of experience, she has an extensive knowledge of special needs and charitable trust, and estate, gift, and generation-skipping transfer taxes. Her mission is to provide client-centered, honest, and efficient estate planning, and she is committed to serving her clients with integrity and transparency.
About Tasha Lyn Cosimo
After nearly ten years of litigating within the Portland and Seattle areas, Tasha joined Caress Law, PC, in 2020. Her years in litigation taught her the importance of planning for the future and her goal is to keep her clients’ families out of the courtroom. Tasha’s practice, and expertise, focuses on probate, trust administration, and estate planning.
Investment advisory services offered through Cascadia Advisory Services, LLC (CAS) an SEC Registered Investment Advisor. CAS is under separate ownership from any other named entity.

Date

Nov 11 2021
Expired!

Time

12:00 pm - 12:00 pm

Location

Portland, Oregon, Portland, OR, 97086-97299, US
Category

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