The San Diego sun beat down on the patio as Maria nervously scrolled through her phone, searching for “revocable trust attorney near 92111.” Her brother, David, had recently passed away unexpectedly, leaving behind a chaotic estate and a family fractured by disagreements over his wishes. Maria vowed to avoid a similar fate for her own family, but the sheer complexity of estate planning felt overwhelming.

What are the Primary Goals I Should Define When Creating an Estate Plan? Defining your estate planning goals is the …

Read more