Sarah and Michael Thompson, a San Diego couple in their early forties, always believed they had ample time to address estate planning. They owned a modest home, had two young children, and Michael held a stable position as an engineer. Consequently, they postponed creating a will, reasoning that such matters were for older individuals with substantial wealth. However, a sudden and unexpected illness changed everything, forcing them to confront the harsh reality of unpreparedness and the potential chaos their family could face.

What are the Fundamental Steps to Defining Your Estate Planning Goals? Defining your estate planning goals is the cornerstone of …

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