Planning Ahead, Protecting Your Legacy

Happy Independence Day!


As we move into the heart of summer, it’s a great time to check in on your estate planning goals. In this month’s newsletter, we’re highlighting two timely and important topics:



From all of us at Botti & Morison, we wish you a safe 4th of July and a relaxing summer. As always, we’re here to help you and your loved ones plan with confidence.



The Botti & Morison Team

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Featured Blogs

Leaving More Than Memories: Why Your Frequent Flyer Miles Should Be in Your Estate Plan


Most airline and credit‑card reward programs close the account of a deceased member and reclaim the miles. While some airlines make exceptions on a case-by-case basis, their terms and conditions generally state that points aren't transferable by inheritance.



• United, JetBlue, Frontier: Offer family pooling options that may allow loved ones to use shared miles, but only if the account remains open.

• American Airlines, JetBlue: May permit post-death transfers under strict documentation—often including a death certificate, proof of executor authority, and possibly a waiting period.

• Southwest: Explicitly prohibits inheritance. When a member passes away, the account is closed, and the miles are forfeited.


Read more...

Trump-Era Bill Would Lock in $15 Million Estate Tax Exemption — What It Means for Your Estate Plan


The President's bill proposes to raise the federal estate tax exemption to $15 million per individual ($30 million per married couple) and make that change permanent. For those concerned about the future of the estate tax, this proposal may offer a degree of long-awaited certainty.


Under the current law, the federal estate tax exemption stands at $13.99 million per person for 2025. However, this elevated amount—enacted initially as part of the 2017 Tax Cuts and Jobs Act (TCJA)—is set to expire at the end of 2025. If no legislative action is taken, the exemption will decrease by roughly half, reverting to approximately $7 million per person starting in 2026.


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:


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.

Estate Planning Resource Links

Our Offices

We have offices in the following locations and also meet with clients virtually when requested.

Or please call 877-585-1885

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