Sarah and Mark, a couple residing in the vibrant community of Ocean Beach, California, always believed they had ample time to address estate planning. They were in their early forties, healthy, and focused on building their small business and raising their two children. However, a sudden and unexpected illness struck Mark, leaving Sarah grappling with not only the emotional turmoil of his condition but also the daunting complexity of legal and financial matters she and Mark had long postponed.

What are the First Steps to Defining Your Estate Planning Goals? Defining your estate planning goals is paramount before embarking …

Read more