The midday sun beat down on the manicured lawns of Del Mar, but inside the offices of Ted Cook, a palpable anxiety hung in the air. Michael and Sarah Davis, a couple in their early forties, were grappling with a reality they hadn’t anticipated: the sudden illness of Sarah’s mother, Eleanor, and the inadequate estate planning that had left their family scrambling.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational step, …