Estate Planning News - December 2022

Happy Holidays,

Sending all the peace & joy to you and yours

this holiday season.

Quick Link to Client Portal

New Blog Post

Is a Handwritten Will Valid in California?

A handwritten will is also known as a “holographic” will in California. Under California Probate Code Section 6111, holographic wills are considered valid even if there are no witnesses. The statute also specifies the following information:


Read more...

Questions? Email Us

Estate Planning Workshops


Our next live Estate Planning workshops will be held in January in the San Luis Obispo/Paso Robles area.

Need a refresher course or know someone who

would benefit from our workshop?

Here is the info.:


In San Luis Obispo at

The Courtyard by Marriott

1605 Calle Joaquin Road

Wednesday, Jan. 25th, 10:00 a.m. to 12:15 p.m. - or -

Saturday, Jan. 28th, 10:00 a.m. to 12:15 p.m. - or -

Tuesday, Jan. 31st, 7:00 p.m. to 9:15 p.m.


 

In Paso Robles at

The Hampton Inn & Suites

212 Alexa Court

Wednesday, Jan. 25, 7:00 p.m. to 9:15 p.m. - or - 

Tuesday, Jan. 31st, 10:00 a.m. to 12:15 p.m. 


Please feel free to forward this information to anyone

who may be interested.



Register for the Workshop

Estate Planning Videos

Looking to watch a video on a particular Estate Planning topic? Visit our YouTube Channel or website to choose from our educational series. Topics include:

  • How Botti & Morison Makes Estate Planning Easy
  • How to Avoid Capital Gains Tax in California
  • A/B Trusts
  • Health Care Directives
  • A Properly Crafted Comprehensive Estate Plan
  • How a Durable Power of Attorney Avoids Financial Conservatorship
  • How a Trust Avoids Financial Conservatorship
  • What is Conservatorship
  • How a Health Care Directive Avoids Medical Conservatorship

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