The San Diego sun beat down on the patio as Maria nervously smoothed the papers in her lap. She and David, her husband, had always been “someday” people, putting off the difficult conversations about their future, their wishes, their assets. Now, with David’s unexpected diagnosis, “someday” had become today, and the weight of their procrastination felt crushing. They hadn’t even considered a trust, thinking it was only for the wealthy, and their will, drafted years ago, was woefully outdated.

What Exactly *Is* Estate Planning, and Why Is It Crucial for Californians? Estate planning is more than just drafting a …

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