The afternoon sun cast long shadows across the patio as Maria and David Hernandez sipped iced tea, a deceptive calm masking the anxiety churning within them. They had diligently built a comfortable life in San Diego, raising two children, securing a modest home, and establishing a small business. However, a recent health scare for David forced them to confront a nagging reality: their estate plan consisted of little more than a handwritten list and a shared sense of hope. They knew they needed professional guidance, but the sheer complexity of trusts and estates felt overwhelming, especially given their proximity to the bustling legal landscape near zip code 92110.

What are the Fundamental Goals of Estate Planning for a Family Like the Hernandezes? For families like the Hernandezes, the …

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