Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

<1...8 9 10 11 12 13 14...20 >

Page 11
Marshalling and Managing Estate Assets
When you’ve been entrusted to manage an estate, you must gather all the deceased’s properties and create an inventory and appraise their value.

Category: Probate
An Intestate Will Leaves Your Assets and Loved Ones in the Court’s Hands
Sorting out an estate without a will can cause unexpected problems in California probate court. Learn more here.

Category: Estate Planning
My Valentine's Day Trauma - February 2021 Newsletter
A sweet personal story by our principal attorney, Philip Kavesh, about growing up in a small town.

Category: Newsletters
Being a Guardian Is a Big Job With Big Obligations
Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian.

Category: Estate Planning
The Importance of Having a Will and a Living Trust
Wills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.

Category: Estate Planning
Protecting Your Estate When You’re Getting a Divorce
Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.

Category: Estate Planning
Planning Your Estate When You Have Children
New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.

Category: Estate Planning
You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 Newsletter
In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment

Category: Estate Planning | Newsletters | General
Safe Holiday Tips, Scams to Watch Out For and More! - December 2020 Newsletter
Phil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic.

Category: Newsletters
Remembering Roger - October 2020 Newsletter
Phil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life.

Category: Newsletters
Lots to Be Thankful for in 2020 - November 2020 Newsletter
Lots to Be Thankful for in 2020 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest. With all this tumultuous environment of 2020, as we near the Thanksgiving holiday, I find myself taking the time to stop and reflect on the many things that I am grateful for this year.

Category: Newsletters
How to Make Modifications to a Living Trust-Based Estate Plan
Whenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust.

Category: Estate Planning

<1...8 9 10 11 12 13 14...20 >

left quotation mark

We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

right quotation mark

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.