Does Having a Will Help You Avoid Probate? Here’s What You Need to Know
By understanding how probate works and how different account designations work, you can understand whether you want to avoid probate or not. And, if you do, how to reduce its impact by creating an estate plan that truly protects your loved ones and your wishes. Whether you’re just getting started or want to review your current plan, our team is here to help.
Understanding ABLE Accounts: A Powerful Tool for Individuals with Disabilities
When it comes to protecting the financial well-being of individuals receiving disability benefits, it’s important to know about every option available. One powerful but often overlooked tool is the ABLE account.
Dementia Diagnosis? You Can Still Plan Your Estate
A dementia diagnosis doesn’t mean estate planning is off the table. Learn how you or your loved one can still create or update a legally sound estate plan.
Why Investing in a Strong Power of Attorney Can Save You Money
At Pettis Webber Pacific, we love sharing practical estate planning insights that can protect your future and save you money. One powerful tool that often flies under the radar is a strong power of attorney (POA). While it may be tempting to grab a free form online or sign something quick at the bank, the truth is, a carefully drafted POA—tailored to your needs and state laws—can make all the difference.
Here are three real-life ways a strong power of attorney can protect your finances—and potentially save you thousands of dollars in the long run.
