Scammers have zero remorse for elder financial exploitation. They take advantage of people’s good intentions who believe they are donating to help those in need….
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The 4 Signs: How to Detect Elder Financial Exploitation
Maximizing Your Legacy: 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…
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Retirement Planning Considerations for Gen Xers
Retirement planning is becoming a more urgent matter for Gen Xers (born between 1965 – 1980) as they enter their 40s, 50s, and 60s. There…
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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…
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Six Important Questions 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…
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The Rising Tide of Caregiving Costs: Navigating the High Price of Longevity
In an era where medical advances and improved living conditions have led to longer lifespans, the aging population faces a new challenge – soaring caregiving…
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How to Pass On Your Heirlooms and Forego the Drama
Passing down heirlooms from generation to generation is a cherished tradition that transcends time and culture. These tangible mementos of our family’s history hold sentimental…
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Essential Estate Planning Documents for College-Bound Students
Sending your child to college is an exciting time filled with new opportunities and challenges. While you’re busy helping them pack and preparing for the…
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Restoring Prop 58: The Howard Jarvis Taxpayers Association’s Initiative to Repeal Prop 19
At Botti & Morison, we are committed to keeping our clients informed about the latest developments in estate planning and tax laws. The recent changes…
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Discuss Your Estate Plan with Family Members
A comprehensive estate plan is the best vehicle for transferring assets upon your death to your loved ones. However, many of us often overlook the…
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