Sarah and David, a couple residing in the vibrant community of 92116, had always prioritized providing for their two young children, Emily and Noah. They owned a comfortable home, had modest retirement savings, and diligently saved for their children’s future education. However, like many families, they hadn’t formally addressed what would happen to their assets if one or both of them were unexpectedly incapacitated or passed away. They assumed their wishes would naturally be followed, an understandable but potentially perilous misconception.

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

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