The afternoon sun cast long shadows across the manicured lawns of La Jolla as Sarah nervously tapped her pen against the legal pad. Her brother, Mark, had recently passed away unexpectedly, leaving behind a complicated estate and a distraught family. Mark, a successful software engineer, hadn’t bothered with a comprehensive estate plan, believing he was too young and his assets too simple. Consequently, his family was now facing a lengthy and expensive probate process, battling over ambiguous wishes and mounting legal fees.
What are the Primary Goals When Creating an Estate Plan in California? Establishing clear estate planning goals is the foundational …