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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March "Madness" - March 2019 Newsletter
March "Madness" By Philip Kavesh, Attorney Another in a series of articles reminiscing about growing up in small town America in the 60's. When you hear the words "March Madness" you probably think of the big, annual NCAA basketball tournament (and all the crazy betting pools you may "donate" to). But that's not what I have in mind here, although basketball is somewhat involved.

Category: Newsletters
What’s in Your…DNA?
When we look close enough, it’s amazing how much is passed down from generation to generation at the smallest physiological level - - in our DNA.

Category: General
"What's in Your DNA?" - February 2019 Newsletter
"What's in Your DNA?" By Philip Kavesh, Attorney When we look close enough, it's amazing how much is passed down from generation to generation at the smallest physiological level - - in our DNA.

Category: Newsletters
"Thank You, January!"
This is one in a series of articles reminiscing about growing up in small town America in the 50's and 60's... I hated January!...

Category: General
"Thank You, January!" - January 2019 Newsletter
This is one in a series of articles reminiscing about growing up in small town America in the 50's and 60's... I hated January! I was a skinny kid, without much natural insulation, so the grey, cold days of January back East were about my least liked ones of the entire year. January was downright dreary, a letdown after the festive holidays of December were gone, the cheerful lights adorning the neighborhood houses came down and a nice, long vacation ended with the inevitable trudge back to school.

Category: Newsletters
"My Phone Is Driving Me Crazy!" - December 2018 Newsletter
No doubt, the invention of the mobile (or "cell") phone and its new offspring, the computer-in-your-hand (or "smart" phone), are ingenious technological advances that improve our lives in many ways. But they can also drive us crazy, or at least that's what my smart phone has done to me!

Category: Newsletters
"My Phone Is Driving Me Crazy!"
No doubt, the invention of the mobile (or "cell") phone and its new offspring, the computer-in-your-hand (or "smart" phone), are ingenious...

Category: General
Parents: Help Your Children Now To Make an Important Decision Affecting Your Future - November 2018 Newsletter
Many readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's long-term nursing care insurance carrier attempted to wrongfully deny coverage upon her admission to an assisted living facility. One compelling follow up question I received was, "How did you go about choosing the care facility that was the best fit for your Mom?"

Category: Newsletters
Parents: Help Your Children Now To Make an Important Decision Affecting Your Future
Many readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's...

Category: General
They Tried to Steal Mom’s Money!
Let me just take a deep breath for a moment and calm myself down. Maybe “steal” is too strong a word. So how about instead I call this article...

Category: General
They Tried to Steal Mom's Money! - October 2018 Newsletter
Let me just take a deep breath for a moment and calm myself down. Maybe "steal" is too strong a word. So how about instead I call this article, "They Tried to Cheat Mom Out of Her Money"? You be the judge.

Category: Newsletters
Your DocuBank Card can now hold your Medical Snapshot
As a client of our firm, you received a DocuBank Emergency Card when you completed or upgraded your estate plan. We gave you this card to protect you.

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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