Estate Planning News

Estate Planning News - October 2022

Happy Thanksgiving!

Just a quick note of thanks to let you know how much we appreciate you.

Wishing you a safe and happy holiday season.

Quick Link to Client Portal

New Blog Posts

The Pitfalls of Do-it-Yourself Estate Planning

In an age where almost anything can be accomplished online, “do it yourself” estate planning websites have recently increased in popularity. Unfortunately, many people who choose to replace proper professional advice with do-it-yourself (DIY) estate planning disregard the potential consequences of their actions.

Questions? Email Us

Webinars & Workshops

We have an upcoming 2-hour webinar workshop.

Attend from the comfort of your own home as Chris and Paul share the workshop video and answer all of your estate-planning questions.

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

Tuesday, December 6th, 2022

7:00 pm. - 9:15 p.m.

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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