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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Estate Planning, Trust Administration, and Probate Resources
Here, we share additional resources from The Law Firm of Kavesh, Minor & Otis, Inc. Learn about estate planning, trust administration, and probate.

Category: General
Our Estate Tax Planning Services Benefit You and Your Heirs
Our California estate planning law firm can help maximize your federal estate tax exemptions and pass the majority of your assets to your heirs.

Category: Estate Planning
Income Tax Planning Is a Key Part of Protecting Your Family’s Future
Our Southern California estate planning law firm can find the right techniques to reduce taxable income for individuals, families, and businesses.

Category: Estate Planning
The (Best) Toughest Decision I Ever Had to Make - September 2020 Newsletter
At the time that my Dad passed away suddenly from a heart attack, about eleven years ago, my parents had already moved their long-time residency from South Jersey to South Florida. They enjoyed a small condo near Miami Beach that overlooked a river with boats passing by their balcony all day long, which was within walking distance to stores and a beautiful beach. A wonderful, well-deserved retirement place. My Mom was 85 years old when my Dad passed away and was in perfectly good health. She didn’t take any medications and was physically active, doing all of the cooking, shopping, and cleaning pretty much on her own, as she had always done. She still drove her car, paid all of the household bills, and kept her checkbook meticulously balanced to the penny! But Something Seemed to Be Wrong... (Continue Reading)

Category: Newsletters
IRA Owner Beware: Important Deadline Coming August 31st - August 2020 Newsletter
If you (or your parents) have an IRA, read on.Planning Opportunity #1:If You Already Took Some Required Minimum Distributions in 2020,You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in2019 or earlier, the rule has been you must withdraw from your IRA the Required Minimum Distributions (“RMDs”) in 2020. These withdrawals are typically taxable at your highest bracket rate...

Category: Newsletters
Guess What May Be Coming Back! - July 2020 Newsletter
The government may be trying to get their hands into your and your loved ones’ pockets again - - and in a VERY BIG way! I’m not going to predict which political party will win the November election and control the Presidency, Senate, and House. But I do need to let you know what may happen if Democrats wind up winning all three, which appears more and more likely according to the polls. (I’m not taking a political stand here, just stating facts, so please don’t shoot the messenger!)

Category: Newsletters
Our Fondest Memories of Dad! - June 2020 Newsletter
As we approach the celebration of Father’s Day, our firm’s members each take a moment to reflect upon our fondest memories of Dad.

Category: Newsletters
Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think) - May 2020 Newsletter
Once a child (or grandchild) reaches age 18, in California and many other states he or she is considered an “adult” (at least for legal purposes). However, that young adult may still depend on his or her parents for financial support or for help in making important financial and health care decisions. Unfortunately, if a Young Adult Suffers a Major Accident or Becomes Seriously Ill, What Happens Then?

Category: Newsletters
Answers To The Common Questions We're Now Getting From Clients - April 2020 Newsletter
We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot of follow-up questions. We figured that it might be helpful for us to answer them for everyone else who might have had the same question, but perhaps didn't raise their hand. If you have any other questions that we may not have answered here, we want you to know that we are happy to hear from you.

Category: Newsletters
What's Really "Fair"? - March 2020 Newsletter
When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What's Really "Fair"?

Category: Newsletters
New "SECURE" Act Makes Your IRAs Less Secure! - February 2020 Newsletter
*IRA OWNERS BEWARE* New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouses') exceed $200,000, you must read on.

Category: Newsletters
It's Time for a New Year's Resolution That You'll Actually Keep! - January 2020 Newsletter
It's Time for a New Year's Resolution That You'll Actually Keep!

Category: Newsletters

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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.

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.