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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.
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.
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.
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.
Estate planning is one of the most important things you can do to ensure your legacy is protected and your loved ones are taken care of after you’re gone, and your affairs are managed smoothly if you become incapacitated. However, having a solid estate plan is only part of the equation—the other crucial step is discussing it with your children and maybe even your grandchildren. And, if you do not have children or grandchildren, or they are not part of your plan, discussing your plan with those that you have included in your estate plan is just as important. While these conversations may be difficult, they help prevent misunderstandings, confusion, and potential conflicts down the road. Here’s what you should consider sharing about your estate plan.
When it comes to estate planning, the choice between a trust and a will is often misunderstood. While both tools help ensure your assets are distributed according to your wishes, they serve different purposes and offer unique benefits. If you’re wondering whether a trust might be more suitable for your needs, here are five signs to consider.
Planning for the future of a loved one with special needs requires extra care and foresight. Estate planning is a powerful tool to ensure their long-term financial security, access to care, and quality of life. Without proper planning, your well-intentioned gifts could unintentionally jeopardize their eligibility for essential government benefits. Continue reading for essential strategies to safeguard their future.
Estate planning is a profound act of love and responsibility, ensuring that your legacy is preserved and that you and your loved ones are cared for according to your wishes. However, navigating this complex process can lead to unintended mistakes, potentially causing financial strain and emotional distress for those you care about most. Let’s explore the top five estate planning mistakes often made and how to avoid them, supported by recent statistics that highlight the importance of proactive planning.
Thinking about giving to your grandkids? Find out how to protect their future with smart estate planning strategies that also safeguard your own needs.
Long-term care insurance can play a crucial role in safeguarding your future and easing financial burdens as you age. In this blog, we explore the costs, benefits, and potential risks of long-term care insurance, helping you make an informed decision about whether it’s the right choice for you and your family.
