Botti, Christopher - Botti & Morison
Real Estate Agent in Santa Clarita, CA
By focusing on Estate Planning and related disciplines, we're able to address the requirements of Central Coast residents who are becoming increasingly aware of the need to establish a well-designed, comprehensive Estate Plan. As boomers advance in age and maturity, many realize that the plan that the State of California has developed for distribution of assets in the event one dies without a will or trust is not appropriate for them. The process of Probate is expensive, time-consuming and represents an unnecessary intrusion by the government into what should be a private family matter.
read moreIt is important to seek qualified professional advice when considering any of these services so that they will withstand IRS scrutiny while accomplishing your objectives. If you are thinking about estate planning services, please contact us (877.585.1885 or email) to schedule a free no-obligation consultation with one of our attorneys -- or attend our free workshop from the comfort of your own home -- we will answer all your estate planning questions. An irrevocable life insurance trust ("ILIT") is an irrevocable trust created for the principal purpose of owning life insurance policies.