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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Summertime and The Living Was Easy - August 2019 Newsletter
Summertime and The Living Was Easy by Philip J. Kavesh, Attorney One of a series of personal reflections upon growing up in small town America in the 60’s. It was June of 1964, a wonderful time in rural South Jersey. (Or, at least, that’s the way my selective or “embellished” memory recalls it now.) I was riding high, just having served as 6th grade class and elementary school president (a largely ceremonial position, forcing me to lead flag salutes and kick off the annual school party by dancing with a girl, yuk!).

Category: Newsletters
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? - July 2019 Newsletter
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? by Philip J. Kavesh, Attorney If you have a child (or grandchild) over age 18 and heading to college, read on… Health Insurance Coverage Alone Isn’t Enough! Your child may be covered by your (or a parent’s) medical or health insurance plan, but that young adult also needs some basic estate planning documents. You may be thinking, “Wait a minute! Estate planning is only for older people with substantial assets. Why would a kid need an estate plan?”

Category: Newsletters
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness?

Category: General
New Legislation Will Have A Big Impact On IRA Planning!
New Legislation Will Have A Big Impact On IRA Planning! By Philip Kavesh. Click here to learn more.

Category: General
Are You Overpaying For Prescription Drugs?
Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs...

Category: General
Are You Overpaying For Prescription Drugs? - June 2019 Newsletter
Are You Overpaying For Prescription Drugs? by Philip J. Kavesh, Attorney Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs, you’ll want to read on. Mom’s Story - I’ll begin with a short but poignant story. Recently, I took over all my Mom’s affairs. At age 93, she is blessed with remarkably good health, but now her dementia has advanced to the stage where she is unable to manage her own affairs. Like it or not, statistics predict that...

Category: Newsletters
Would You Like to Pay MORE Income Taxes?
You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s...

Category: General
Would You Like to Pay MORE Income Taxes? - May 2019 Newsletter
Would You Like to Pay MORE Income Taxes? by Philip J. Kavesh, Attorney You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s “Tax Cut and Jobs Act” has caused many Californians’ federal income taxes to go up in 2018. (If you haven’t filed your 2018 return yet, I’m sorry to inform you that you may be rudely awakened when you do!) My point is this. We may be able to help you navigate the new tax laws and significantly cut your income taxes, if any of these apply to you...

Category: Newsletters
The Government Is Trying To Get Their Hands Into Your Pocket, Again! - April 2019 Newsletter
The Government Is Trying To Get Their Hands Into Your Pocket, Again! By Philip Kavesh, Attorney For some time now, most Californians have enjoyed freedom from estate, gift and inheritance taxes. Back in 1982, Californian voters approved Proposition 6, which amended the state constitution to prohibit such gift and "death" taxes. Recently, the federal government increased the exemption (the amount that can pass gift and estate tax free) to over $11 million for a single person and over $22 million for a married couple. So most people no longer had any worries about estate taxes.

Category: Newsletters
The Government Is Trying To Get Their Hands Into Your Pocket, Again!
For some time now, most Californians have enjoyed freedom from estate, gift and inheritance taxes. Back in 1982, Californian voters approved Proposition 6...

Category: General
Pardon My Blooper!
Our firm recently welcomed aboard a new, young attorney, straight out of law school and it got me thinking back - - what was it like when I first started out...

Category: General
March "Madness"
Another in a series of articles reminiscing about growing up in small town America in the 60's.

Category: General

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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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