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Trust Funding 101: The Step Most People Forget
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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.

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The Real Cost of Putting Off Your Estate Plan
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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.

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Estate Planning and Your Adult Children When and How to Start the Conversation
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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.

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Does Having a Will Help You Avoid Probate? Here’s What You Need to Know
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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.

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Investing in a Strong Power of Attorney
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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.

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7 Key Benefits of Setting Up a Revocable Living Trust
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7 Key Benefits of Setting Up a Revocable Living Trust

When it comes to estate planning, a revocable living trust is one of the most flexible and effective tools available. While a revocable living trust isn’t right for everyone, it offers significant benefits for individuals and families who want to avoid probate, protect their privacy, and plan for incapacity. In this post, we share seven key benefits of establishing a revocable living trust.

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DIY Estate Planning: Why a Lawyer is Essential
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The Hidden Dangers of DIY Estate Planning: Why a Lawyer is Essential

Estate planning is one of the most critical steps you can take to protect you and your assets, and ensure your loved ones are cared for after you pass away. With the abundance of online templates and DIY legal services, many people are tempted to create their estate plans without professional guidance. However, DIY estate planning comes with significant risks that could lead to costly mistakes, legal battles, and unintended consequences. Here’s why working with an experienced estate planning attorney is essential.

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Avoiding Probate Nightmares
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Avoiding Probate Nightmares: How Trusts Can Save Your Family Time and Money

The word “probate” often evokes dread in families navigating the loss of a loved one. Lengthy, expensive, and emotionally draining, probate is a legal process that settles the estate of someone who has passed away. While it’s designed to ensure debts are paid and assets are distributed in the correct way, it can quickly become a nightmare if proper planning isn’t in place.
Fortunately, there’s a powerful solution to bypass many of probate’s challenges: trusts. By establishing a trust, you can protect your family from unnecessary delays, legal costs, and the public scrutiny that often accompanies probate. Here’s how trusts work and why they’re an essential tool for avoiding probate headaches.

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