🎉 Happy New Year

New Year, Fresh Start...

Welcome to the January 2024 Botti & Morison Estate Planning eNews edition!

As we embark on a new year, we are thrilled to bring you the latest updates, insights, and expert advice on estate planning. In this edition, we delve into key strategies to secure your family's financial future, navigate legal intricacies, and make informed decisions for the legacy you wish to leave behind. As we navigate the evolving landscape of estate planning, we aim to provide you with information to empower you on your journey.

Join us in exploring the intricacies of estate planning and stay tuned for invaluable tips from our experienced attorneys. Here's to new beginnings and a year filled with adventure and accomplishments. Happy New Year!

The Botti & Morison Team!

Recent Blog Posts

Navigating the Shifting Landscape of Estate and Inheritance Taxes: A Yearly Odyssey

Estate and inheritance taxes have long been a complex and ever-evolving aspect of financial planning. What might have been a sound strategy one year may be rendered obsolete the next, thanks to changes in federal and state tax laws. In this blog post, we’ll explore the dynamic nature of estate and inheritance taxes, including how they can change yearly, the impact of retroactive estate tax laws, and the importance of staying informed to navigate this intricate landscape.

Did you miss the Prop 19 Blog?

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...

Upcoming Workshops

Our first round of 2024 workshops will be taking place in San Luis Obispo and Paso Robles. Perhaps you, a family member, or a friend would benefit from attending.

San Luis Obispo Estate Planning Workshop

Embassy Suites

333 Madonna Rd.

San Luis Obispo, CA 93405

Wednesday, January 17th, 10:00 a.m. to 12:30 p.m. – or –

Saturday, January 20th, 10:00 a.m. to 12:30 p.m. – or –

Tuesday, January 23rd, 7:00 pm. to 9:30 p.m.

Paso Robles Estate Planning Workshop

Oxford Suites

800 4th Street

Paso Robles, CA 93446

Wednesday, January 17th, 7:00 p.m. to 9:30 p.m. – or –

Tuesday, January 23rd, 9:00 a.m. to 12:30 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.