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 ... Read More
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 ... Read More
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 ... 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
