Leaving a Legacy: How to Plan Beyond Money and Create a Lasting Impact
When most people think about estate planning, they focus on who will inherit their money, property, or business. But true legacy planning goes deeper. It’s not just about transferring wealth—it’s about passing on your values, your vision, and the story of your life.
At Pettis Webber Pacific, we believe the most meaningful estate plans are the ones that reflect your whole legacy, not just your financial assets. Here’s how you can plan beyond money and create a lasting impact on the people you care about most.
Trust Funding 101: The Step Most People Forget (That Can Cost Their Family Thousands)
Creating a trust is one of the most powerful tools in estate planning—but it’s only the first step. One critical step that many people overlook is funding the trust. Without properly funding your trust, your carefully written documents may not protect your assets or spare your loved ones from probate, legal fees, and unnecessary stress.
At Pettis Webber Pacific, we’ve seen it time and again: a well-written trust that never fulfills its potential—simply because it wasn’t funded. Here’s what you need to know to make sure your trust actually works when it matters most.
The Real Cost of Putting Off Your Estate Plan
At Pettis Webber Pacific, we spend a lot of time answering important questions about estate planning and elder law—because so many of the issues that affect us all don’t always get talked about. And one of the most common misconceptions we hear is, “I don’t need to worry about estate planning yet.”
But here’s the truth: delaying your estate plan can end up costing you—and your family—far more in the long run.
Estate Planning and Your Adult Children: When and How to Start the Conversation
Estate planning is one of the most meaningful ways to care for your loved ones, but many parents struggle with the question: When should I start talking to my adult children about my estate plan? The answer is simple: as soon as it’s appropriate to involve them. Early, thoughtful conversations can prevent confusion, reduce conflict, and ensure your wishes are clearly understood and honored.
