🍁 October 2024 Estate Planning eNews

Welcome to the October 2024 Edition of

Botti & Morison Estate Planning eNews!

As we move into fall, it’s the perfect time to consider the steps needed to safeguard the future of everyone in your family, including your pets. This month’s newsletter covers important topics for your estate planning, with blog posts focusing on securing your pet's future and navigating the growing challenge of aging at home. Whether you're looking out for furry companions or facing the realities of caregiving, we've got essential insights to help guide you through the process.

A reminder that our updated eBook (Understanding Long-Term Care Medi-Cal) is available for download, and our free Estate Planning Workshops continue in the Valencia and Simi Valley areas. More information is detailed below.

Warm regards,

The Botti & Morison Estate Planning Attorneys Team

and securing your family's future!

New Blog Posts

The Growing Challenge of Aging at Home

Across the U.S., families are spending as much as $240,000 annually for round-the-clock care for loved ones with conditions like Alzheimer’s or dementia. For others, the financial burden has pushed them to exhaust savings or tap into home-equity loans just to afford basic home healthcare services. Sometimes, family members leave jobs, close businesses, or delay retirement to care for aging parents or spouses.

Q. What Does Durable Financial Power of Attorney Mean?

A. Unfortunately, financial exploitation of incapacitated individuals, particularly seniors and other vulnerable populations, is common in the United States. That is why empowering another person to act on your behalf to perform certain financial functions is crucial for every single person. Even if you are currently fit, alert, and seemingly healthy—it’s a bleak reality that incapacity can occur at any time to anyone. So, preparing for the event is critical if you want to secure your financial future for you and your family. Read more...