Understanding FDIC Coverage on Trust Accounts: A Crucial Aspect of Estate Planning
When it comes to estate planning, ensuring the protection and distribution of assets is paramount. Trusts are a popular tool utilized to safeguard assets and…
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Factors to Consider When Including a Vacation Home in Your Estate Planning
A vacation home is a place where families enjoy their time together. Sharing time and creating memories is the hallmark of such properties, and often…
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How to Eliminate Unexpected Medical Bills
A medical emergency is hard enough, but the pain may only worsen when huge bills arrive. Even if you have insurance. So how does one…
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Things to Know About Estate Planning
The law describes estate planning as legal documents summarizing the property a person owns and how to distribute these assets when deceased. Property ownership includes…
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Navigating the Shifting Landscape of Estate and Inheritance Taxes: A Yearly Odyssey
Estate and inheritance taxes have long been a complex and ever-evolving aspect of financial planning. What might have been a sound strategy one year may…
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Is Your Estate Plan Updated for the New Year?
You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces,…
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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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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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