Estate Planning News

Estate Planning News - January 2023

As we close out 2022 and usher in 2023, we can’t help but look back at the joys and struggles of this past year.

We’ve lost some very dear people and witnessed struggles of nations.

As the economy took us on a wild ride, some of our children and grandchildren have graduated and some moved back home. Some of us have gained new family members and some have retired while others began new careers.

Life continues and so does its many challenges as well as its precious moments.

Let’s focus on the precious moments and hopefully be prepared for the challenges.

Here’s to a new year!

Quick Link to Client Portal

New Blog Post

New Year’s Resolution: Make or Update

Your Estate Plan

It's the New Year and everyone has begun to make New Year’s resolutions.

The origin of making New Year’s resolutions rests with the Babylonians, which goes back over 4,000 years. During that time, the ancient Babylonians made promises to their gods at the beginning of each year to plant crops, return objects they borrowed and pay off their debts. Today, New Year’s resolutions are generally personal goals for self-improvement.

Blog Posts In Review

If you missed any of our 2022 blog posts or would like a quick review – here is a listing of those we published:

Why Millennials Are Writing Wills More Than Ever Before

Drastic Updates to California’s End of Life Option Act

The HJTA Responds to Prop 19 with an Initiative to Repeal the Death Tax

6 Common Estate Planning Mistakes

Estate Planning Checklist: 5 Ways to Prepare

A Guide to Estate Planning for Singles Versus Married Couples

Estate Planning and Divorce

Digital Assets and Estate Planning

Benefits vs Disadvantages of a Living Trust

How to Choose the Right Guardian for Your Children In Case of Death

What Happens If You Die Without a Will?

Pitfalls of Do-It-Yourself (DIY) Estate Planning

Is a Handwritten Will Valid in California?

Questions? Email Us

Estate Planning Workshops

Our next live Estate Planning workshops will be held in January in the San Luis Obispo/Paso Robles area.

Need a refresher course or know someone who

would benefit from our workshop?

Here is the info.:

In San Luis Obispo at

The Courtyard by Marriott

1605 Calle Joaquin Road

Wednesday, Jan. 25th, 10:00 a.m. to 12:15 p.m. - or -

Saturday, Jan. 28th, 10:00 a.m. to 12:15 p.m. - or -

Tuesday, Jan. 31st, 7:00 p.m. to 9:15 p.m.

In Paso Robles at

The Hampton Inn & Suites

212 Alexa Court

Wednesday, Jan. 25, 7:00 p.m. to 9:15 p.m. - or -

Tuesday, Jan. 31st, 10:00 a.m. to 12:15 p.m.

Please feel free to forward this information to anyone

who may be interested.

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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