Spring Forward with Smart Estate Planning

As the flowers bloom and tax season reminds us of life's financial complexities, it's also the perfect time to refresh your estate plan. This month, we’re highlighting two key topics that may impact your legacy: Digital Estate Planning and Due on Sale Clauses in real estate.


Our Due on Sale Clause blog covers how mortgage agreements can impact property transfers and how to ensure your heirs aren’t caught off guard.


Meanwhile, our Digital Estate Plan blog explores the importance of protecting your online presence—email accounts, social media, cryptocurrency, and more—so your digital assets don’t become digital headaches for your loved ones. Scroll down to see more or click here to go directly to our website's news page.


Need a refresher on estate planning? Or know someone who does? We have a series of free 2-hour workshops coming up in Camarillo, Valencia, Simi Valley, Paso Robles, and San Luis Obispo. These sessions provide valuable insights into protecting your assets and ensuring your wishes are honored. Click here to reserve a spot – seating is limited!


Happy Spring,



The Botti & Morison Team

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New Blog Posts

Understanding the Due on Sale Clause in California Estate Planning


Real estate often plays a central role when creating an estate plan in California. Given the state’s high property values and unique legal landscape, ensuring a smooth transfer of property to your heirs is critical. One often overlooked issue in estate planning is the Due on Sale Clause in mortgage agreements. Understanding how this clause applies—and how to navigate it within the context of California’s laws—can protect your estate and your loved ones.


Read more...

The Importance of a Digital Estate Plan


In today's digital age, our online presence is as significant as our physical assets. From email accounts to social media profiles, cryptocurrency to online banking, and even digital photo collections, we live much of our lives online. Yet, many estate plans overlook these digital assets, leaving loved ones with uncertainty and legal hurdles. Additionally, California's tech-savvy population often accumulates significant digital assets, making a Digital Estate Plan even more crucial for residents.


Read more...

Upcoming Workshops

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We've got more Estate Planning Workshops scheduled!

Perhaps you, a family member, or a friend would benefit from attending. 


Here are the dates, times, and locations for our next set of workshops:


Camarillo / Thousand Oaks

Hampton Inn & Suites

50 W. Daily Drive

Camarillo 93010

Wednesday, April 23rd, 10:00 a.m. – 12 Noon - OR -

Saturday, April 26th, 10:00 a.m. – 12 Noon - OR -

Tuesday, April 29th, 7:00 p.m. – 9:00 p.m.


Valencia

Hilton Garden Inn

27710 The Old Road

Valencia 91355

Tuesday, May 13th, 10:00 a.m. – 12 Noon  - OR -

Saturday, May 17th, 10:00 a.m. – 12 Noon - OR -

Wednesday, May 21st, 7:00 p.m. – 9:00 p.m.


Simi Valley

Courtyard by Marriott

191 Cochran Street

Simi Valley 93065

Wednesday, June 18th, 10:00 a.m. – 12 Noon - OR -

Saturday, June 21st, 10:00 a.m. – 12 Noon - OR -

Tuesday, June 24th, 7:00 p.m. – 9:00 p.m.


Paso Robles

Oxford Suites

800 4th Street

Paso Robles 93446

Tuesday, September 23rd, 7:00 p.m. – 9:00 p.m. - OR -

Wednesday, October 1st, 10:00 a.m. – 12 Noon


San Luis Obispo

Courtyard by Marriott 

1605 Calle Joaquin Road

San Luis Obispo 93405

Wednesday, September 24th, 10:00 a.m. – 12 Noon - OR -

Saturday, September 27th, 10:00 a.m. – 12 Noon - OR -

Tuesday, September 30th, 7:00 p.m. – 9:00 p.m. 


Note that we will be available to answer individual questions at the conclusion of the presentation; therefore, please allow for additional time.


To register, please click here or feel free to forward this email to anyone who might be interested in attending. Seating is limited.

Register to A Workshop

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