The warm San Diego sun cast long shadows as Maria and David Hernandez sat across from their financial advisor, a knot of anxiety tightening in Maria’s chest. They had always been diligent savers, building a comfortable life for their two children, Sofia and Mateo. However, a recent health scare for David had forced them to confront a reality they had long avoided: the need for comprehensive estate planning. They hadn’t considered that a simple accident or illness could unravel the future they’d carefully constructed for their family, leaving Sofia and Mateo vulnerable, and their hard-earned assets susceptible to a lengthy and costly probate process.

What Are the Core Benefits of Establishing a Revocable Living Trust in California? A revocable living trust is arguably the …

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