The scent of saltwater hung heavy in the air as Maria nervously stirred her iced tea, a familiar San Diego breeze doing little to cool her rising anxiety. She and her husband, David, had just returned from a difficult meeting with a financial advisor; the news wasn’t good. David, a small business owner, had been diagnosed with a progressive illness, and their hastily constructed will, created a decade ago, felt woefully inadequate to protect their family’s future. They hadn’t considered the complexities of his business, the digital assets they’d accumulated, or even the nuances of California’s community property laws. Consequently, they found themselves facing a daunting task, a task they were ill-equipped to handle alone.

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

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