Sarah and Mark, a vibrant couple residing in the heart of San Diego (92102), recently faced an unsettling reality: Mark’s father, Robert, passed away unexpectedly without a comprehensive estate plan. Consequently, the family found themselves entangled in a protracted and emotionally draining probate process, highlighting the critical importance of proactive estate planning, a lesson they wished they had learned sooner.

What Estate Planning Goals Should I Prioritize? Defining your estate planning goals is the cornerstone of a successful plan, often …

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