Estate Planning News - October 2022

Happy Thanksgiving!

Just a quick note of thanks to let you know how much we appreciate you.

Wishing you a safe and happy holiday season.

Quick Link to Client Portal

New Blog Posts

The Pitfalls of Do-it-Yourself Estate Planning

In an age where almost anything can be accomplished online, “do it yourself” estate planning websites have recently increased in popularity. Unfortunately, many people who choose to replace proper professional advice with do-it-yourself (DIY) estate planning disregard the potential consequences of their actions.


Read more...

Questions? Email Us

Webinars & Workshops


We have an upcoming 2-hour webinar workshop.


Attend from the comfort of your own home as Chris and Paul share the workshop video and answer all of your estate-planning questions.

Please feel free to forward this information to anyone who may be interested.


Tuesday, December 6th, 2022

7:00 pm. - 9:15 p.m.

Register for the Webinar

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

LinkedIn Share This Email
Working Hard to Protect
What You Worked Hard to Build.™
Follow us on social media...
We post on social media regularly so if you are on Facebook, LinkedIn, Instagram or Twitter, please give us a follow!
Facebook  Linkedin  Instagram  Twitter  Youtube