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.

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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
Setting Up a Living Trust-Centered Estate Plan
A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.

Category: Estate Planning
Let Our Legal Team Help Modify or Reform Your Living Trust
The Law Firm of Kavesh, Minor & Otis, Inc., can help you modify or reform a trust. Let us ensure your trust is effective and in line with your wishes.

Category: Estate Planning
The Questions You Should Ask When Choosing Your Estate Planner
Use this list of questions to help you find a suitable estate planner to protect your assets and provide for your family after you are gone.

Category: Estate Planning
Estate Planning Resources for Professional Advisors
Our estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible.

Category: General
A Look Back at Our Company History on Our 30th Anniversary
Phil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary.

Category: General
The Most Complete Living Trust Package
The Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805.

Category: Estate Planning

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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.

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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.