Happy Holidays!

As the holiday season graces us with its warmth and joy, we want to take a moment to express our heartfelt gratitude for the trust you have placed in us throughout the year.


From our family to yours, we extend our sincerest wishes for a season filled with love, laughter, and cherished moments. As we reflect on the past year, we are reminded of the importance of family, legacy, and the peace of mind that comes with thoughtful estate planning.


May this festive season bring you and your loved ones comfort, prosperity, and the priceless gift of togetherness. Happy holidays, and here's to a new year filled with continued prosperity and peace of mind.


Warm regards,


The Botti & Morison Team!

Recent Blog Posts

 It Is Important to Prepare Your Children for an Inheritance

It may be awkward to discuss your wealth with your children. Talking about how much money or property you have is usually viewed as taboo. Asking someone else about what they have is often considered impolite. But failing to talk to kids about how much they may inherit could leave them unprepared to handle even a modest amount, and often results in the money being squandered quickly.



Read more...

Is Your Estate Plan

Updated for the New Year?

You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change and laws change. It is critical that your estate planning documents are Long-Term Care Compliant so that you are in a position to successfully navigate a health care crisis without destroying your nest egg.

Read more...

Did you miss the Prop 19 Blog?


The recent changes brought about by Prop 19 have had significant negative impacts on estate planning for our clients. Virtually every one of our clients regrets that Prop 19 has passed. Our clients want to know what can be done about it. What follows is what can be done by you. Read more...

Upcoming Workshops

Our first round of 2024 workshops will be taking place in San Luis Obispo and Paso Robles. Perhaps you, a family member, or a friend would benefit from attending. 


San Luis Obispo Estate Planning Workshop

Embassy Suites

333 Madonna Rd.

San Luis Obispo, CA 93405

Wednesday, January 17th, 10:00 a.m. to 12:30 p.m. – or – 

Saturday, January 20th, 10:00 a.m. to 12:30 p.m. – or –

Tuesday, January 23rd, 7:00 pm. to 9:30 p.m.


Paso Robles Estate Planning Workshop

Oxford Suites

800 4th Street

Paso Robles, CA 93446

Wednesday, January 17th, 7:00 p.m. to 9:30 p.m. – or – 

Tuesday, January 23rd, 9:00 a.m. to 12:30 p.m.



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


To register for any one of these workshops, please click here and select the date and time you wish to attend or feel free to forward this email to anyone who you feel would be interested in attending. Seating is limited.

Register for Our Free Estate Planning Workshop

Estate Planning Resource Links

Client Portal
Resources
Videos
Download Ebook: "Understanding Long-Term Care Medi-Cal" 
Questions? Email Us

Or please call 877-585-1885

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Working Hard to Protect
What You Worked Hard to Build.™

Our Team Pictured Left to Right:

Paul Morison, Julia Hunt, Shalyn Bibbens, Karen Dion,

Jacqueline King, Pat Minero, Christopher Botti

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