The San Diego sun beat down on the patio as Maria nervously reviewed the stack of documents. Her husband, David, had unexpectedly passed away six months prior, leaving her with a complex estate and a growing sense of overwhelm. They had always intended to create a comprehensive estate plan, but life kept getting in the way. Now, Maria found herself facing probate court, mounting legal fees, and the daunting task of distributing their assets according to California law, a process far more complicated than she’d ever imagined.

What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational step …

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