The warm San Diego sun cast long shadows as Maria nervously reviewed the stack of papers, a knot tightening in her stomach. She and her husband, David, had always intended to get their affairs in order, yet life’s relentless pace always seemed to intervene. Now, with David’s unexpected illness, the urgency was palpable. They hadn’t drafted a will, hadn’t established a trust, and hadn’t even designated beneficiaries for their modest retirement accounts. The potential for a chaotic and costly probate process loomed large, a stark reminder of their oversight. They needed guidance, and they needed it now.

What Should Be My Initial Estate Planning Goals? Defining your estate planning goals is the foundational step toward securing your …

Read more