Sarah and David, a couple residing in the vibrant community of 92115, had always believed estate planning was something “for later,” reserved for those nearing retirement or facing health concerns. They owned a modest home, had comfortable savings, and were diligently planning for their children’s future education. However, a sudden and unexpected medical emergency for David dramatically altered their perspective, leaving Sarah grappling with a complex legal and financial landscape she was wholly unprepared for.
What steps should I take to define my Estate Planning Goals? Defining your estate planning goals is the foundational step …