⏰ January 2025 Estate Planning eNews ☀️

A New Year, A Time for Change and Growth

As we welcome 2025, we reflect on life's transitions and our own growth.

As you may have heard, Paul Morison retired after many years of dedicated service. While Paul’s retirement marks a new chapter, rest assured you are in excellent hands, and our commitment to safeguarding your future remains stronger than ever.

We remain fully equipped to meet all your estate planning needs. Christopher Botti, our co-founding partner and a Board Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, leads our practice alongside our experienced attorneys, Karen Dion and Jolene Lewis.

Our firm takes pride in delivering a True Team Approach to every client. This means when you work with one of our attorneys, you are truly benefiting from the collective expertise, insight, and dedication of our entire team. This collaborative dynamic ensures that your estate planning needs are met with precision, care, and exceptional legal service.

In addition to our attorneys, our team of skilled paralegals and support staff is committed to providing professionalism and personalized attention. Please don't hesitate to contact us if you have any questions.

The start of a new year is the perfect time to reflect on your own future. Changes in family dynamics, financial circumstances, or tax laws could mean it's time for a review of your Estate Plan documents. We invite you to explore our blog post below or attend one of our workshops for guidance and encourage you to take proactive steps to secure your legacy.

Warm regards,

The Botti & Morison Team

and securing your family's future!

New Blog Post

Is Your Estate Plan Up To Date?

Estate planning is a critical step in protecting your family and ensuring your wishes are carried out, but it’s not a one-and-done process. Life is constantly changing, and those changes often have a significant impact on your estate plan. That’s why periodic reviews are essential.