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Welcome to the September Edition of

Botti & Morison Estate Planning eNews!

As we welcome the fall season, it's a good time to consider the impact of estate planning on your family's future. At Botti & Morison, we strive to provide insights and guidance that help you navigate these important decisions.


This month, we’re sharing two thought-provoking blog articles: The Rising Number of Young Caregivers, which highlights the growing trend of young people taking on caregiving roles, and Balancing Work and Caregiving, exploring the financial and career impacts many face when caring for aging parents. Stay informed and prepared by reading more below.


In addition, we’re excited to announce that our 2024 edition of: Understanding Long-Term Care Medi-Cal is now available for download! This free comprehensive guide offers valuable information to help you make informed decisions about the future. We also have several upcoming workshops designed to provide personalized advice and answer any questions you may have. Be sure to reserve your spot today!


Warm regards,


The Botti & Morison Estate Planning Attorneys Team

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New Blog Posts

The Rising Number of Young Caregivers in America


In recent years, the landscape of caregiving in America has dramatically shifted. An estimated 5.4 million children are now taking on caregiving roles for relatives, a statistic that underscores the growing crisis in our healthcare system. These young caregivers are stepping into responsibilities that were traditionally managed by adults, often due to financial constraints or the unavailability of in-home care services.



Read more...

Balancing Work and Caregiving


In today’s complex socio-economic environment, approximately 29 million workers, ranging from senior managers to retail clerks, are shouldering the dual responsibilities of maintaining their careers while caring for an aging parent. This dual role, while noble, presents significant legal and financial challenges. Proactive planning and a thorough understanding of relevant laws can mitigate these burdens, ensuring career continuity and high-quality care for loved ones.


Read more...

Upcoming Workshops


The next live estate planning workshops will be held in Camarillo,

Valencia, and Simi Valley CA.

Perhaps you, a family member, or a friend would benefit from attending. 

Here are the locations, dates, and times for our next set of workshops:


Upcoming Estate Planning Workshops


Hampton Inn & Suites - Camarillo

50 W. Daily Drive

Camarillo, CA 93010

Tuesday, Sept. 17th, 10:00 a.m. to 12 Noon - or-

Tuesday, Sept. 17th, 7:00 p.m. to 9:00 p.m. - or -

Saturday, Sept. 21st, 10:00 a.m. to 12 Noon - or-

Wednesday, Sept. 25th, 7:00 p.m. to 9:00 p.m.


Hilton Garden Inn - Valencia

27710 The Old Road

Valencia, CA 91355

Wednesday, 10/16, 10:00 a.m. - 12:00 noon – OR –

Wednesday, 10/16, 7:00 p.m. - 9:00 p.m. – OR –

Saturday, 10/19, 10:00 a.m. - 12:00 noon – OR –

Tuesday, 10/22, 7:00 p.m. - 9:00 p.m.


Courtyard by Marriott - Simi Valley

191 Cochran Street

Simi Valley, CA 93065

Tuesday, 11/5, 10:00 a.m. - 12:00 noon – OR –

Tuesday, 11/5, 7:00 p.m. - 9:00 p.m. – OR –

Saturday, 11/9, 10:00 a.m. - 12:00 noon – OR –

Wednesday, 11/13, 7:00 p.m. - 9:00 p.m.


Note that we will be available to answer individual questions at the conclusion of the presentation; therefore, please allow for additional time.


To register, please click here or feel free to forward this email to anyone who might be interested in attending. Seating is limited.

Register to A Workshop

Estate Planning Resource Links

Client Portal
Resources
Videos

For clients making appointments with our attorneys in our Bakersfield office,

please note that we have moved to Tower B.

The address is:

Botti & Morison Estate Planning Attorneys, Ltd.

4900 California Ave.

Tower B, Suite 210B

Bakersfield, CA 93309

661.326.1255

Questions? Email Us

Or please call 877-585-1885

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