Botti & Morison, Estate Planning Attorneys

Botti & Morison, Estate Planning Attorneys Estate Planning Attorneys

06/04/2026

Why Hiring an Estate Planning Attorney Matters

Professional guidance ensures your plan is done correctly and avoids costly mistakes

Click the bio link to watch the full episode.
https://bio.link/bottiandmorison

A trust is not something to set and forget. Chris Botti shares that the real changes come down to who is in charge and w...
06/02/2026

A trust is not something to set and forget. Chris Botti shares that the real changes come down to who is in charge and who receives what.

Click the bio link to listen to the full episode.
https://bio.link/bottiandmorison

05/28/2026

When to Consider a Living Trust

It is about asset level not age when deciding on a trust

Click the bio link to watch the full episode.
https://bio.link/bottiandmorison

It’s not about age, it’s about what has been built. Chris Botti explains that once real assets grow, the right plan matt...
05/26/2026

It’s not about age, it’s about what has been built. Chris Botti explains that once real assets grow, the right plan matters more than the number of birthdays.

Click the bio link to watch the full episode.
https://bio.link/bottiandmorison

On Memorial Day, we remember and honor the courageous ones who made the ultimate sacrifice while serving our nation. The...
05/25/2026

On Memorial Day, we remember and honor the courageous ones who made the ultimate sacrifice while serving our nation. Their legacy lives on through the families, communities, and freedoms they fought to protect. Today is a time for gratitude, reflection, and remembrance.
From all of us at Botti & Morison, we wish you a peaceful Memorial Day as we honor those who gave everything for our country. 🇺🇸

05/21/2026

Real Estate and Probate Risks

Owning property can lead to probate making trusts a better option

Click the bio link to watch the full episode.
https://bio.link/bottiandmorison

Most people ask if a will is enough. Chris Botti makes it simple… if probate is in the picture, a living trust can save ...
05/19/2026

Most people ask if a will is enough. Chris Botti makes it simple… if probate is in the picture, a living trust can save time, money, and stress.

Click the bio link to listen to the full episode.
https://bio.link/bottiandmorison

05/14/2026

Do You Need a Trust or Just a Will

The decision depends on probate and the size of your estate

Click the bio link to watch the full episode.
https://bio.link/bottiandmorison

For several years, many inherited IRA beneficiaries have lived in a state of uncertainty. Following the passage of the S...
05/13/2026

For several years, many inherited IRA beneficiaries have lived in a state of uncertainty. Following the passage of the SECURE Act in 2019 and its successor, SECURE 2.0, enacted in December 2022, the rules governing inherited retirement accounts changed significantly. Yet IRS enforcement lagged, and required distributions were effectively delayed for many heirs. That grace period is now ending. Read more... https://www.bottilaw.com/news/inherited-iras-what-beneficiaries-need-to-know-as-irs-enforcement-begins/

Happy Mother's Day! May your day be filled with family and love. ❤️
05/10/2026

Happy Mother's Day! May your day be filled with family and love.

❤️

Address

Ventura, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18775851885

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