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The San Diego sun beat down on the patio as Maria and David Hernandez sipped their iced tea, oblivious to the looming complexities that would soon disrupt their peaceful lives. They were a typical couple in their early forties, with two energetic children and a comfortable home in the 92122 zip code, yet they hadn’t formalized their estate plan, a decision they would soon deeply regret.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational element …
Can a bypass trust be contested by other heirs?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to maximize the use of federal estate …
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