Estate Planning News

Estate Planning News - October 2022

What Happens if you Die Without a Will?

This question is frequently asked of many estate planning professionals. However, this is not much of a surprise in 2022. The COVID-19 pandemic has increased Americans’ awareness of the need to have a will, living trust, or another similar end-of-life document prepared.

Yet only about 40% of the US population has put this plan into place. By most estimates, approximately 60% of Americans don’t have a will. Question is, what’s holding people back?

How to Choose the Right Guardian

A parent’s first responsibility is to secure the health and wellness of their children. Still, many parents delay the decision to appoint a legal guardian for their kids in case of incapacitation or death. While death, illness, and other situations are cumbersome topics that many people avoid, they are important to consider.

Questions? Email Us

Webinars & Workshops

Upcoming Workshop Dates and Location:

Please feel free to share this information with anyone who may be interested.

Come meet Chris and Paul in person!

Get all of your estate planning questions answered.

In Santa Barbara at

The Best Western Pepper Tree Inn

3850 State Street

Tuesday, Nov. 1st, 10:00 a.m. to 12:15 p.m. - or -

Saturday, Nov. 5th, 10:00 a.m. to 12:15 p.m. - or -

Wednesday, Nov. 9th, 7:00 p.m. to 9:15 p.m.

RSVP for the Workshop - Seating is Limited

Estate Planning Videos

Looking to watch a video on a particular Estate Planning topic? Visit our YouTube Channel or website to choose from our educational series. Topics include:

How Botti & Morison Makes Estate Planning Easy
How to Avoid Capital Gains Tax in California
A/B Trusts
Health Care Directives
A Properly Crafted Comprehensive Estate Plan
How a Durable Power of Attorney Avoids Financial Conservatorship
How a Trust Avoids Financial Conservatorship
What is Conservatorship
How a Health Care Directive Avoids Medical Conservatorship

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