Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Your Options for Using an Inherited Roth IRA
The rules of inherited Roth IRAs depend on the heir’s relationship with the original owner. Sometimes, late withdrawals could trigger massive tax penalties.

Date: 11/07/2023 Category: Estate Planning
Using Your Estate Plan to Avoid Complications
The death of a spouse can be life-altering and emotionally devastating, but survivors must eventually revise their estate plans to protect their independence.

Date: 11/04/2023 Category: Estate Planning
5 Estate Horror Stories You’ll Want to Avoid!
Don't make these mistakes with you or your estate!

Date: 10/11/2023 Category: Estate Planning | Trust & Estate Administration | Probate
A Good Night's Sleep May Cut Chronic Disease Risk in Seniors
A newly released study finds that seniors who get less than five hours of sleep a night may be at higher risk for chronic diseases.

Date: 10/11/2023 Category: General
Estate Planning for Elders: Be Prepared for Life’s Uncertainties
An estate plan gives older adults an opportunity to protect themselves in the event of an accident, cognitive decline, and any of life’s uncertainties.

Date: 10/04/2023 Category: Estate Planning
Aretha Franklin: The Queen of Soul’s Big Estate Planning Mistake
Aretha Franklin made an unfortunate mistake by keeping her will inside a sofa. The attorney at The Law Firm of Kavesh, Minor & Otis, Inc explains.

Date: 10/02/2023 Category: Estate Planning | Probate
The Importance of Keeping Your Estate Safe From Thieves
With identity thieves now targeting those who are recently deceased, protecting your estate from cybercrime is especially important. Our CA attorney explains.

Date: 09/19/2023 Category: Estate Planning
Estate Planning for the Parents of Children With Special Needs
An estate planning attorney can help you protect a child with special needs by ensuring that they receive support without risk to their government benefits.

Date: 09/13/2023 Category: Estate Planning
KMO Celebrates 42 Years!
A Fun Trip Down Memory Lane with Members of the Firm

Date: 09/12/2023 Category: General
Becoming a Family Caregiver for an Ailing Loved One
If you need help with long-term nursing care costs, our firm can assist you.

Date: 09/11/2023 Category: General
How No Surprises Act May Help With Unexpected Medical Bills

Date: 08/29/2023 Category: General
Eggs, Embryos, and Estate Planning
Assisted reproductive technology can afford couples an unprecedented chance to give birth, but it can also lead to unprecedented estate planning problems.

Date: 08/18/2023 Category: Estate Planning

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.