The afternoon sun cast long shadows across the patio as Maria nervously recounted her family’s ordeal; she and her brother, David, had recently lost their mother, Elena, unexpectedly. Elena, a vibrant woman who had always prioritized family, had passed without a formal estate plan, leaving behind a complicated web of assets and unresolved intentions, consequently, Maria and David were now facing a prolonged and expensive probate process, compounded by disagreements about their mother’s wishes.
What Exactly are the Benefits of Defining Your Estate Planning Goals? Establishing clear estate planning goals is the foundational step …