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Walters & Ward attorneys have worked with over 22,000 clients, created over 15,000 wills and trusts, and have 24 offices to serve you. Find out more today at a Free Estate Planning Seminar or by making an appointment for a Free Consultation.

Walters & Ward, APC

Estate Planning Laywers Serving California


Walters & Ward has served California’s estate planning needs for over 30 years. In that time we have completed over 11,000 wills and trusts packages and helped bring peace of mind to thousands of families. Our focus is helping our clients avoid probate, reduce taxes, and keeping family matters private.

Our attorneys specialize in California estate planning and are located in an office near you. We currently serve San Diego County, Orange County, Los Angeles County, Riverside County, San Bernardino County, the San Francisco Bay Area and Sacramento. Search our Southern California or Northern California location pages to find an office near you.

Recent Blogs

  • 7301112196_f94f26ae96

    4 Tips to help avoid problems with Medicaid

    We all may fret over the possibility of ending up in a nursing home. We all may stress about the idea of our parents ending up there. And we all might worry concerning how living arrangements in those elder years will be paid for. As seniors live longer and longer in our society, the likelihood […]

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  • nursinghome

    Nursing homes: Four key questions that should be addressed

    While we all want to take care of our loved ones forever, sometimes that is just not possible or practical, or indeed, the best thing for them. If the time comes for you to make the decision to explore nursing home options, here are four of the many important queries that need to be made: […]

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  • alz1

    Techniques for Holding off Dementia

    No drugs have yet been found to treat or prevent Alzheimer’s. Researchers keep working on this monumental problem in our society, but in the meantime, there are practical, inexpensive ways that have been found to hold off the onset of the disease. Among those older than 55, 1 in 6 will exhibit the symptoms of […]

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  • specialneedstrust

    Special Needs Trusts

    When appropriate, a Special Needs Trust provides certain desirable results. Most importantly, the Trust shields the assets of adults with disabilities, concurrent with keeping them eligible for support from the government. A person with a disablity might not possess the intellectual ability to conduct money matters on their own. The special needs trust allows the […]

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  • seniordaycare

    Considering Senior Daycare

    Many clients of Walters & Ward have aging parents that need looking after. We understand that discussions about outsourcing care for seniors are difficult. One great resource available for families struggling to care for their oldest family members is senior or adult daycare. Mention “adult daycare” or “senior daycare” and many folks mistakenly picture seniors […]

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  • healthysenior1

    Getting to your 80s and beyond

    We all want to live longer, and to be healthier while doing it. The good news is, it is a choice. Making simple, smart choices now will get us where we want to go. Decisions in the areas of what to do with spare time (exercise), what foods to eat (more fruits and vegetables), and […]

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  • grandparents and grandchild

    Grandparents raising grandchildren

    A trend we see periodically with clients is grandparents raising their grandchildren. This may occur for many reasons, but the most important goal should be the health, both emotional and physical, of the children. After that, there will be quite a few aspects of the arrangement to be handled, legal matters and financial considerations. A […]

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  • Martindale-Hubbell_volumes

    Different Kinds of Trusts

    Estate planning can be complicated. There are many different kinds of Trusts and it may be confusing to identify what you need. That’s where an experienced attorney can help. But in the mean time, here are some basic answers to some common questions.

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  • santa

    The Night Before Christmas – Legal Edition

    Something fun for the holiday season: enjoy a rendering of the classing “Night Before Christmas” re-written from a lawyers perspective.

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  • executor

    Tips on choosing the executor of your will

    “Who do you trust?” was a popular game-show in the late ’50’s/early ’60’s that launched Johnny Carson’s career. But knowing who to trust with  the responsibility of being executor of your will is a very important question facing everyone today. Who should you choose? Choose a person who has shown financial responsibility, stability in job […]

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  • enjoynotdriving3

    Enjoying not driving

    Getting comfortable after giving up driving can be difficult. Getting used to not having a personal automobile isn’t easy. You’ve probably been the owner and master of your own car for most of your life. It can be disorienting to walk into the garage and see an empty space where your pride and joy used […]

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  • elderlydrivers

    Driving Tips for Seniors

    Getting older should not necessarily cause losing the ability, and right, to drive a car. Here are a few ideas that may help a senior driver remain a safe driver. Some include changing the car, changing where and when and the way the car is driven, and understanding physical aspects that are changing for the […]

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  • Estate Planning Attorneys

    San Diego Office Has Moved to New Location

    The Law Offices of Walters & Ward Is Proud to Announce We have recently moved our Rancho Bernardo office. Our new office is only minutes away from our previous location and we encourage you to make an appointment with us and stop by.

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  • trust and estates

    Special Event in Temecula – 3/12/2013

    This March 12, Walters and Ward will be holding a very special event for our clients in the Temecula area at the Pinnacle Restaurant at Falkner Winery.

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  • revocable living trust

    Preparing your will as a parent

    No matter your age, preparing a proper estate plan is important. However our families are our biggest treasure, so when it comes to our kids, we must take extra care. In this blog, we’ll discuss how to choose a guardian and how to divide your assets.

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  • estate planning lawyer

    Why you should hire an attorney

    Many people wonder if it is necessary to hire an attorney, if they should go to court and represent themselves, or if they should just seek a non-lawyer for consultation rather than a pricey lawyer.

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  • bankruptcy

    Top 4 Myths about bankruptcy

    Learning more about bankruptcy is the key to understanding whether or not it is right for you. Here are some myths that you should be aware of if you are thinking about filing for bankruptcy.

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  • living trust attorneys

    Reasons to have a living trust

    A living trust is one of the most important legal documents that you could have to protect your loved ones if anything were to happen to you. If you don’t already have one, here’s why you should.

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  • wills and trusts

    The Benefits of Being “Senior” Status

    When you were young, “senior” was a magical word. As a high school student, senior meant that you were top dog, king or queen of the campus, and you were unstoppable. When you were in college, senior meant you had made it through all of your school years and you could finally walk away with […]

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  • estate planning lawyers

    Preparing to Downsize your Life

    A friend’s mother recently turned 70 this last week. She is in great health and spirits and very independent. She still lives in the home that she raised her children in, and that she shared with her loving husband before he passed away. She has decided that her home is just too big for her […]

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  • estate planning attorney

    Estate Planning for Newlyweds

    After the walk down the aisle, the night dancing with your new family, and the week on the beach wrapped in each others arms the last thing on your mind is probably the future of your money. Weddings are expensive adventures, and at this point your pocketbook can be telling you things you don’t want […]

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  • California estate planning

    Are Your Heirs Prepared?

    Discussing your estate with your heirs can be an emotional and exhausting process but it is important that your loved ones are prepared to carry your torch when the time comes. You have spent years saving up and investing and with every penny you pass on comes a greater responsibility for your heirs to carry […]

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  • protect your assets

    5 Ways to Save for your Retirement

    Planning for your retirement can be intimidating and overwhelming, thus we’ve compiled a short list of helpful retirement tips.   1. When should I start saving money?   As soon as you can start saving money the better position you are in. Most people start saving for retirement after they have finished college, landed a […]

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  • setting up a will

    R. Michael Walters on T.V.

    Watch the video as Mike Walters answers one of the most common questions, “What is the difference between a will and a trust.”

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  • revocable living trust

    Top 4 Reasons to Beware of Joint Ownership between a parent and child

    One of the most common estate planning mistakes that people make is joint ownership between a parent and their child. We don’t mean a joint checking account; we’re talking about when a child’s name is added to a parent’s asset, such as real estate.

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  • estate planning attorney

    Top 5 Retirement Questions Asked

    Planning for your retirement can be intimidating and overwhelming, thus we’ve compiled a short list of helpful retirement tips.   1. When should I start saving money?   As soon as you can start saving money the better position you are in. Most people start saving for retirement after they have finished college, landed a […]

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  • how to protect your assets

    Including Your Pet In Your Estate Plans

    A comprehensive estate plan will ensure that the diseased wishes are honored, and that loved ones are provided for in their absence. While it resolves a number of legal and financial questions that arise whenever anyone dies, sometimes people fail to consider certain things or members of their family, their pet.

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  • protect your assets

    Gaining Tax Benefits From Proper Estate Planning

    Without proper estate planning, your assets will go through probate and will be taxed. Setting up a properly drafted will allows you to avoid probate. And paired with a will, a trust will prevent your loved ones from the burden of estate taxes. In addition to a trust, there are other ways to reduce or […]

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  • estate planning lawyer

    Power Of Attorney: How It Can Work For You

    At some point in your life you are either going to be given power of attorney or have to authorize it. There are different types of power of attorney that you need to know about. If you are being granted power of attorney you need to know your responsibilities, your limitations, and your duties. If […]

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  • estate planning lawyers

    Avoid Financial Troubles as You Age

    As we all know, the older we get, the more things we have to buy and the more expensive those things are. There will always be costs we cannot foresee or that we won’t expect. Especially in this economy, it is extremely important to prepare for future financial burdens. You never know when you may […]

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  • estate planning attorney

    Tips for Estate Planning

    There is a time in every adult’s life when you must think about protecting your family and loved ones after you pass away. Estate planning is an important process that needs to be carried out correctly for the sake of the ones you love. A well planned estate not only allows for your assets to […]

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  • estate planning in California

    What is Probate?

    Whether or not you have a will, your estate will go through probate. So what is probate? Probate is a court preceding that formally distributes the assets from an estate when a person dies. These assets can include property, financial accounts, stocks, and more.   During this process, the court will examine the validity of […]

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  • protect your assets

    Will You Have to Pay Estate Taxes?

    Are you or your loved ones prepared to pay the tax expenses that will be incurred when someone passes away? Do you know what your estate is valued? These are important questions when concerned about estate tax.   The estate tax, also known as the death tax, is the tax the government imposes on the […]

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  • revocable living trust

    What is a Grantor Trust?

    Grantor Trusts relate to the taxation of a trust’s income and the protection of estate assets. Grantor Trusts basically notate who pays the tax on income generated by the trust and also to insulate the estate’s assets away from the Grantor.   One of the main purposes is to help pay less in taxes. The […]

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  • wills and trusts

    Tips for Will Writing: Where to Start?

    Everyone’s family situation is different, but everyone has assets and belongings that deserve to be taken care of and distributed the way they want them to be. It is extremely important to have a properly drafted will that takes care of your assets in a time of uncertainty.   Will writing doesn’t have to wait […]

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  • estate planning seminars

    Executor of a Will 101

    Would you like to know more about what an executor of a will is? Are you or someone you know an executor to a will? Are you looking to name an executor to your will? In any case, it is vitally important to know the duties of an executor of a will; the well-being of […]

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  • estate planning lawyer

    Best Cities to Retire

    Getting ready to retire? Here is a comprehensive list of the top 10 cities to retire in the United States. According to Sarah Max from CNN and The Best of America, the cities listed below – in no particular order, are the most talked about, and most desired places to retire.   Prescott, Arizona   […]

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  • estate planning attorney

    Spousal Retirement Planning

    Some 82% of higher-income couples disagree about key basics, including the age at which they will quit working and the lifestyle they would like to maintain.

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  • wills and trust

    I’m Not Wealthy, Why Do I Need Estate Planning?

    A person’s estate includes all the property owned by that individual before it is distributed under the the terms of a will, trust, or inheritance. But why should someone be inclined to do estate planning?

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  • protect your assets

    Saving Money with Estate Planning

    Keeping in mind the real importance of estate planning will help individuals stick to their financial plans even the tightest of economic times. Estate planning is easier than most people think, and will create peace of mind that is well worth the investment.

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  • set up a trust

    10 Fun Things You Can Do After You Retire

    When retiring, many elders find themselves bored with tons of spare time on their hands. Below is a list that I suggest you try! Some items are new experiences, some allow you to acquire a new skill, some are enjoyable and some might even help others. It is imperative that you choose things that are […]

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  • wills and trusts

    Empty Nesters Syndrome

    Have you recently lost touch of your children due to college, marriage, or moving? You may be experiencing the “empty nester syndrome,” which is the general feeling of loneliness that parents may feel when one or more of their children leave home. This usually happens mostly to with women, but it can happen to men […]

    Read More...

  • estate planning attorneys

    Vacation Destinations for the Retired

    Senior travel is increasing in popularity. It is becoming easier to travel around the globe, and senior citizens are becoming more active than ever before. Here are some vacation destination ideas for the retired.

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  • revocable living trusts

    Living Trusts

    A living trust is a popular way to avoid probate, which can be a very expensive and time consuming process. A living trust is created while a person is still alive. The individual names a trustee to the assets of the trust. By setting up a living trust, probate is not needed for the trustees […]

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  • trust attorney

    How to Avoid Probate and Death Taxes

    There is a lot of hassle that comes with drawing up a will. It seems like it might be impossible to avoid the large sum of taxes that come with transferring your estate and belongings to your family and friends. But what may come as a surprise is, with the right San Diego trust attorneys, […]

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  • creating a trust

    What Issues Need to be Addressed During the Estate Planning Process?

    Estate planning often becomes a confusing and overwhelming process because it involves legal documents such as wills, trusts, and power of attorney. The best way to approach estate planning is by determining all the issues that need to be addressed.

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  • trust attorney

    Estate Planning in California

    Being prepared for anything is very important these days. You never know what tomorrow will bring. The problem is, many people neglect one very significant part of life – people forget about death.

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  • revocable living trust

    You May Have a Will, But You Also Need a Trust

    When you have a will and a trust, court supervision during probate is eliminated. You no longer have a need for a Court Executor to manage your assets for people whom you have already named as recipients to your assets.

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  • wills and trusts

    What Are the Differences Between Wills and Trusts?

    One of the surest things in life is that over time, people acquire a lot of stuff. One could call it stuff, things, money, property, or anything else – the point is that if something were to happen to you and you no longer own or possess this “stuff”, it would be ideal to have […]

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  • estate planning lawyer

    Eliminate Your Estate Taxes

    There are a few ways you can legally eliminate or drastically reduce your estate taxes. Only a qualified attorney can help you make an informed decision. Read on and contact us for more information.

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  • estate planning seminars

    Estate Planning Tips

    With the state of the current economy and an uncertain future for many, estate planning has now, more than ever, become essential step for any family. CNN’s “Money 101″ series recently covered estate planning and offered up some information and tips for those considering to implement the various tools of estate planning. Here are some: […]

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  • protect your assets

    Protecting yourself now and in the future

    Here at Walters and Ward we specialize in ensuring that your assets are protected, both now and in the future. Throughout our 30 years of service we have been answering many people’s questions to clarify the importance of asset management.

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Summary
Article Name
California Estate Planning with Walters and Ward, APC
Description
Walters & Ward attorneys have worked with over 22,000 clients, created over 15,000 wills and trusts, and have 24 offices to serve you. Find out more today at a Free Estate Planning Seminar or by making an appointment for a Free Consultation.