The sun dipped below the Pacific horizon, casting long shadows across the manicured lawns of San Diego, but inside the office of Ted Cook, an Estate Planning Lawyer, the atmosphere was far from serene. Robert and Maria Hernandez had just left, faces etched with worry, after learning their poorly drafted will might leave their entire estate entangled in probate court, despite their diligent savings and careful planning. Their daughter, Sofia, a college student, was unknowingly at risk of prolonged legal battles simply because of a clerical error and a lack of proactive estate planning; a situation Ted was determined to rectify.

What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is paramount to constructing …

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