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 ... 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
