To New Beginnings & Transformations | |
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Welcome to the next edition of Botti & Morison Estate Planning Attorney's eNews!
In this edition, we'll explore how estate planning can be a catalyst for transformation, empowering individuals and families to navigate life's transitions with confidence and peace of mind. From crafting personalized estate plans to adapting to changing circumstances, join us on this journey of preparation, renewal, transitions, and growth.
The Botti & Morison Team
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New Section: Client F.A.Q.s | |
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Q. When a trustee's last name changes due to a marriage, do I need to update my trust?
A. In such a case, there is no need to update your trust. Whether your trustee is listed with their maiden or married name, it will not affect their legal standing or responsibilities as a trustee. As long as the individual's identity remains clear and they continue to fulfill their duties effectively, there is typically no requirement to amend the trust document solely for a name change due to marriage. However, it's always advisable to review your trust periodically and make updates as necessary for any significant changes in circumstances or preferences.
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Q. If I sell my home, do I need to update my trust?
A. If the property's address is specified in your trust document, it's advisable to update it to reflect the change in ownership. However, if the trust only refers to "my home" without specifying the address, there's typically no need to update the trust solely due to the sale of the property.
Always consult with an estate planning attorney to ensure your trust accurately reflects your assets and intentions.
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Do you have any estate-planning-related questions?
If so, please send them to us, and we'll be happy to answer them in our eNews.
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Did you know 911 emergency services may not route you to the nearest hospital? While you have the right to ask to be transported to the hospital of your choice, either out of preference or to stay in your insurance network of doctors, you might not be permitted to do so. While you do have rights, you also have limitations, so it is best to understand how these decisions are made before experiencing a medical emergency.

Read more...
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The law describes estate planning as legal documents summarizing the property a person owns and how to distribute these assets when deceased. Property ownership includes individual as well as jointly owned bank accounts, stocks and bonds, retirement accounts, real estate, jewelry, vehicles, your online digital footprint, and even pets. Short of being utterly destitute, you have an estate, and planning for it helps to protect yourself, your family, and your loved ones.
Read more...
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Assemble the Right Group of Professionals to Prepare a Comprehensive Estate Plan
As complex as estate planning can be, it is vital to gather the right professionals to give you the best advice when preparing your estate plan. Aside from an estate planning attorney, who often specializes in elder law, you may need the services of a certified public accountant (CPA) and possibly even an insurance specialist if you have a large estate or own a business. Read more...
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The recent changes brought about by Prop 19 have had significant negative impacts on estate planning for our clients. Virtually every one of our clients regrets that Prop 19 has passed. Our clients want to know what can be done about it. What follows is what can be done by you. Read more...
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The next round of live estate planning workshops is in Ventura, CA. Perhaps you, a family member, or a friend would benefit from attending.
Ventura Estate Planning Workshop
Ventura Beach Marriott
2055 E. Harbor Blvd.
Ventura, CA 93001
Wednesday, March 6th, 7:00 pm. to 9:30 p.m.
Note that the attorneys will be available to answer individual questions at the conclusion of the presentation; therefore, please allow for additional time.
To register for any one of these workshops, please click here and select the date and time you wish to attend, or feel free to forward this email to anyone who you feel would be interested in attending. Seating is limited.
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Estate Planning Resource Links | |
Working Hard to Protect
What You Worked Hard to Build.â„¢
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Our Team Pictured Left to Right:
Paul Morison, Julia Hunt, Shalyn Bibbens, Karen Dion,
Jacqueline King, Pat Minero, Christopher Botti
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