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…
Read More »
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…
Read More »
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…
Read More »
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…
Read More »
Can You Take Your Social Security Benefits Early if You’ve Been Laid Off?
If you are close to retirement age and recently lost your job, there is a good chance you may not find work again. The Great…
Read More »
If the Beneficiary Has Passed On, Who Ends up With the Inheritance?
Who will get an inheritance if the beneficiary is deceased? We call this “what if” planning and it is a critical part of the estate…
Read More »
To A/B, or Not To A/B, That is the Question
Most revocable living trusts for married couples, established prior to 2018, require that the trust be divided into two or more “sub-trusts” upon the death…
Read More »
Alzheimer’s Disease and Advance Health Care Directives
There are more than 5 million Americans suffering from Alzheimer’s disease. Projections by the Alzheimer’s Association (alz.org) are that by 2050 more than 14 million…
Read More »
What We Can Learn From Britney Spears Conservatorship
A conservator is appointed by the court to care for and protect a person who is deemed unable to care for themselves. Among the conservator’s…
Read More »
Preserve Generational Wealth With 3 Tips
Have you considered what is required to preserve generational wealth and your legacy? Or the impact an inheritance will have on family members in different…
Read More »