Welcome to Plan on It

Your Trusted Guide to Estate Planning

Hosted by Christopher E. Botti, Esq., a Certified Specialist in Estate Planning, Trust, and Probate Law, Plan on It is a new podcast series dedicated to making estate planning understandable, approachable, and truly actionable.

Each 20-minute episode focuses on one key topic. From living trusts and beneficiary mistakes to incapacity planning, tax considerations, long-term care strategies, and more. Chris brings decades of expertise and a passion for educating families, offering clear explanations, real-world examples, and insights you won’t find in typical legal content.

Whether you’re starting your estate plan, updating existing documents, or simply want to make informed decisions for your loved ones, Plan on It gives you the knowledge and confidence to move forward.

New episodes are released regularly. Listen, learn, and—most importantly—plan on it.

Plan on It Episodes

Plan on It Podcast - Episode 5

EPISODE 5

In this episode, Chris Botti discusses the recent changes in the Medi-Cal rules and their impact on long-term care planning. He explains the return of asset limits and the reintroduction of look back rules, emphasizing the need for careful planning and self-assessment to maintain eligibility for Medi-Cal benefits.

Plan on It Podcast - Episode 4

EPISODE 4

Chris Botti discusses the intricacies of joint tenancy in California, highlighting its benefits, pitfalls, and potential complications for families. He explains how joint tenancy functions, its tax and estate planning implications, and the importance of proper planning to avoid probate and protect assets.

Plan on It Podcast - Episode 3

EPISODE 3

In this episode, attorney Chris Botti discusses the critical reasons Californians opt to create trusts to sidestep the costly, time-consuming, and public nature of probate proceedings. He delves into the intricacies of probate, its detrimental aspects, misconceptions around wills, and the advantages of establishing a revocable living trust to avoid probate while ensuring family control and privacy.

Plan on It Podcast - Episode 2

EPISODE 2

In this episode, attorney Chris Botti delves into the crucial aspects of long-term care estate planning, emphasizing its significance for California families. He highlights the integration of long-term care provisions into traditional estate plans and the importance of planning for incapacity alongside end-of-life arrangements.

Plan on It Podcast - Episode 1

EPISODE 1

In this episode, Chris Botti discusses the significant Medi-Cal changes set to take effect in 2026 and their impact on California families planning for long-term care. He delves into the asset assessment, asset test, look back period, and how these changes will affect eligibility for Medi-Cal benefits.

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