
Estate Planning FAQs: Part 3
Episode Summary: In this episode of Plan on it, Attorney Christopher Botti and co-host Sean O'Connor delve into listener-submitted questions about estate planning. They clarify the roles of trustees and executors, explor

Hosted by planonit · 🇺🇸 US · EN · 12 episodes
Established thought leaders with verified media credentials.
Plan on It is an ongoing educational podcast series hosted by Christopher E. Botti, Esq., a Certified Specialist in Estate Planning, Trust and Probate Law. Each episode breaks down essential topics including living trusts, probate, Medi-Cal planning, long-term care, tax considerations, and real-world questions from clients and listeners.
planonit hosts Plan on It, a business show with 12 episodes published.

Episode Summary: In this episode of Plan on it, Attorney Christopher Botti and co-host Sean O'Connor delve into listener-submitted questions about estate planning. They clarify the roles of trustees and executors, explor

Episode Summary: In this episode of Plan On It, Chris Botti delves into the intricacies of Medi-Cal rules for married couples. With over 30 years of experience in estate planning, Chris explains the importance of underst

Episode Summary: In this episode of Plan On It, Chris Botti dives into critical estate planning questions submitted by listeners. They explore why estate planning is crucial at any age, especially when children are invol

Episode Summary: In this episode of Plan On It, Attorney Christopher Botti, a board-certified specialist in estate planning, trust, and probate law, joins host Sean O'Connor to discuss the intricacies of estate planning

Episode Summary: In this inaugural episode of the "Ask Chris Anything" Chris Botti tackles common questions about estate planning and living trusts. Chris, a board-certified specialist with over 30 years of experience, c

Episode Summary: In this episode, Attorney Christopher Botti discusses the importance of a comprehensive estate plan for California families. He emphasizes the synergy of key documents like living trusts, powers of attor

Episode Summary: In this episode of *Plan On It*, Attorney Christopher Botti delves into the crucial topic of incapacity planning in estate law. He explains the significance of powers of attorney and advanced directives

Episode Summary: In this episode of *Plan on It* Chris Botti explains the concept of a revocable living trust, emphasizing its flexibility and control while alive. He clarifies the key differences between a trust and a w

Episode Summary: In this episode, Chris Botti discusses the recent changes in the Medi-Cal rules and their impact on long-term care planning. He explains the return of asset limits and the reintroduction of look back rul

Episode Summary: Chris Botti discusses the intricacies of joint tenancy in California, highlighting its benefits, pitfalls, and potential complications for families. He explains how joint tenancy functions, its tax and e

Episode Summary: In this episode, attorney Chris Botti discusses the critical reasons Californians opt to create trusts to sidestep the costly, time-consuming, and public nature of probate proceedings. He delves into the

Episode Summary: In this episode, attorney Chris Botti delves into the crucial aspects of long-term care estate planning, emphasizing its significance for California families. He highlights the integration of long-term c

Episode Summary: In this episode, Chris Botti discusses the significant Medi-Cal changes set to take effect in 2026 and their impact on California families planning for long-term care. He delves into the asset assessment
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Plan on It is hosted by planonit. The show is categorised under business and has published 12 episodes.
Plan on It has published 12 episodes.
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