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The Importance of Funding Your Trust

Posted by Jessica Ward | Jun 03, 2024 | 0 Comments

Creating a Trust is a significant step in securing your estate and ensuring your wishes are honored during incapacity or after death. However, simply establishing a Trust isn't enough - funding your Trust is crucial to its effectiveness. Here's why funding your Trust is essential and what it enta...

Answers to Common Estate Planning Questions

Posted by Jessica Ward | Jan 24, 2024 | 0 Comments

As an estate planning attorney, my goal is to educate my clients and potential clients about the importance of estate planning. I believe estate planning is important for every person. Below are the most common questions I get with my answers. I don't really have anything so why do I need to hav...

Is Your Estate Planning Up To Date?

Posted by Jessica Ward | Jan 11, 2024 | 0 Comments

Answer a few questions about your current estate plan to determine if you need to make changes. Your answers will determine if you should consider speaking to an attorney in order to draft an estate plan, or to make much needed changes. We look forward to speaking with you. For a free estate planning discovery call contact our office at (925) 459-1777.

Benefits and Disadvantages of Transfer on Death Deeds

Posted by Jessica Ward | Jan 02, 2024 | 0 Comments

California law allows a transferor (party who owns the property) of real property to name a specific beneficiary or multiple beneficiaries, who will inherit the real property upon the transferor's death. Currently the law is set to continue until January 1, 2032, unless the legislature passes add...

WHAT IS THE DIFFERENCE BETWEEN A WILL AND A TRUST?

Posted by Jessica Ward | Dec 18, 2023 | 0 Comments

Planning for the future is a crucial aspect of financial and personal well-being, and is often overlooked. Two commonly used tools in estate planning are wills and trusts. While both serve the purpose of distributing assets upon one's death, they differ significantly in their structure, function,...

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Law Office of Jessica R. Ward is committed to answering your questions about law issues in California. We offer a complimentary consultation and will gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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