Celebrating the Holidays with Gratitude

As the holiday season approaches, we reflect on the year gone by and what a privilege it has been to serve our clients and inform our communities of the intricacies of estate planning. Our final live workshops for 2023 will take place November 8th, 11th, and 14th in Simi Valley; please join us or feel free to refer friends and family.


In this edition of our newsletter, we would like to take a moment to express our thanks, share some valuable insights, and provide updates on important estate planning considerations.


Thank you for entrusting us with your family's future, and please know that your success and well-being remain at the forefront of our commitment.


With hearts full of gratitude, we extend our warmest wishes to you and your loved ones.


Happy Holidays to you from the Botti & Morison Team!

Recent Blogs Posts

 Going Beyond the Will for Effective Estate Planning

Estate planning is a topic often associated with drafting wills, but it’s much more than that. While a will is a crucial element of any estate plan, it alone won’t guarantee that your hard-earned assets go to your heirs as intended. In this blog post, Botti & Morison Estate Planning Attorneys, Ltd. will shed light on why relying solely on a will may leave your legacy vulnerable and why a comprehensive estate plan is essential for ensuring your assets are protected and distributed according to your wishes.



Read more...

Retirement Planning Considerations for Gen Xers

Retirement planning is becoming a more urgent matter for Gen Xers (born between 1965 – 1980). There are many things to consider, including finances, investments, insurance policies, legal & estate planning documents, living arrangements, and healthcare. It is advisable to make a detailed checklist within these categories and take action on each item. Meeting with an attorney can help you establish overall goals for your retirement and legacy planning while ensuring the steps you take will lead you to retirement success. Read more...

Navigating Estate Plans Across State Lines

When it comes to estate planning, life’s changes can sometimes lead to questions about the validity of your plans. One common situation that raises concerns is relocating to a different state. If you find yourself in this scenario, you might wonder if your estate plan remains valid. In this article, we’ll explore the factors to consider when evaluating the status of your estate plan after moving out of California.

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Six Important Questions to Ask When Planning for Retirement

Almost everyone dreams of retiring one day. Planning for retirement can be done no matter your age, but experts encourage people to start as early as possible. Retirement planning can seem daunting for many people as they focus on day-to-day financial obligations. Many people have no idea where to start. Below are six simple questions that can help people of any age plan for retirement.

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

The last workshop series of 2023 is happening in Simi Valley this month. Perhaps you, a family member, or a friend would benefit from attending our workshop. 


Simi Valley Estate Planning Workshop

Courtyard by Marriott

191 Cochran St.

Simi Valley, CA 93065

Wednesday, 11/8, 10:00 a.m. - 12:00 p.m. – or –

Wednesday, 11/8, 7:00 p.m. - 9:00 p.m. – or –

Saturday, 11/11, 10:00 a.m. - 12:00 p.m. – or –

Tuesday, 11/14, 7:00 p.m. - 9:00 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 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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Our Team Pictured Left to Right:

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

Jacqueline King, Pat Minero, Christopher Botti

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