The afternoon sun cast long shadows across the manicured lawns of Del Mar, but inside the cozy office of Ted Cook, a palpable anxiety hung in the air. Maria and David Rodriguez, a couple in their early forties, sat opposite him, their faces etched with worry. They’d recently lost David’s mother, Elena, unexpectedly, and the ensuing probate process had been a protracted, expensive, and emotionally draining ordeal. They wished they’d known about proactive estate planning before their loss.

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What are the primary benefits of establishing an estate plan, even if I don’t have substantial assets? Many individuals mistakenly …

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