Client Story – How Legacy Estate Planning Became Paramount
Driving down the 405 in bumper to bumper traffic, Mary felt John’s anger rising. Mary had taken their financial advisor’s advice about visiting an attorney to update their estate plan. And John wasn’t pleased. As they crawled their way to the attorney’s office, John’s mind swirled. “Why does this have to take so much time…and I bet money too?” he wondered. “Why