The late afternoon sun cast long shadows across the patio as Maria sat with her brother, David, a knot of worry tightening in her chest. Just months earlier, their mother, Elena, had unexpectedly passed away, leaving behind a tangled web of assets and, more importantly, no clear estate plan. What should have been a period of remembrance had quickly devolved into a frustrating and costly legal battle, and Maria feared their family’s finances—and their relationship—would be irrevocably damaged.

What are the Primary Goals of Estate Planning in California? Estate planning in California is far more than simply dictating …

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