John and Mary, a couple residing in Carlsbad, California, always believed they had ample time to address estate planning. They were in their early forties, diligently building a comfortable life for their two children, Emily and David, and focused primarily on their careers and raising a family. However, a sudden, unexpected illness struck John, drastically altering their trajectory. Without a will or any formal estate plan, Mary found herself overwhelmed with legal complexities and emotional distress, facing a labyrinth of probate court procedures and uncertain financial futures for her family.
What Initial Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the crucial …