Blog

The Importance of Power of Attorney: Who Should You Choose and Why?

A power of attorney (POA) is one of the most important legal tools you can include in your estate plan—yet it’s often overlooked until it’s too late. In Washington State, having a strong and properly executed POA can make all the difference when it comes to protecting your finances, your health care choices, and your peace of mind.
At Pettis Webber Pacific, we often tell our clients that a POA is not just a legal form—it’s a plan for continuity, stability, and trust. Here’s what you need to know.

June 23, 2025 No Comments

Blog

The Executor’s Guide: What to Expect When Settling a Loved One’s Estate

Being named the executor (also called a personal representative) of someone’s estate is both an honor and a serious responsibility. Whether you were appointed in a will or are stepping into the role through the probate court process, it’s natural to feel overwhelmed. There’s a lot to do—and much of it happens during a time of grief.
At Pettis Webber Pacific, we help personal representatives across Washington State, and even throughout the US, navigate the Washington estate settlement process with clarity and confidence. This guide is designed to give you a clear understanding of what to expect and how to avoid common pitfalls.

June 17, 2025 No Comments

Blog

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.

June 9, 2025 No Comments

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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.

June 2, 2025 No Comments

Blog

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.

May 19, 2025 No Comments

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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.

May 12, 2025 No Comments

Blog

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.

May 5, 2025 No Comments

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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.

April 28, 2025 No Comments

Blog

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.

April 21, 2025 No Comments

Blog

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.

April 14, 2025 No Comments

Category: Blog