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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"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
Refinancing a Real Estate Mortgage? Watch Out!
Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're...

Category: General
Refinancing a Real Estate Mortgage? Watch Out! - September 2018 Newsletter
Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're incapacitated and another called Probate when you pass away. Both threaten unwanted interference into your and your loved ones' personal matters, as well as lots of red tape, delays, expenses and the exposure of your private business to unscrupulous third parties.

Category: Newsletters
If You Haven't Received Your New Medicare Card Yet, You Better Read This... - August 2018 Newsletter
In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card and how the Social Security Administration is working to avoid this by issuing new cards containing random identification numbers. I thought the problem was about taken care of, but now the saga continues... with yet a new debacle I call "Medicare Card Limbo"! (To see the previous articles, click the following links 1st Medicare Card article and 2nd Medicare Card article)

Category: Newsletters
If You Haven’t Received Your New Medicare Card Yet, You Better Read This…
In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card...

Category: General
The Top 10 Scams Targeting Seniors
The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting Seniors.

Category: General
The Top 10 Scams Targeting Seniors - July 2018 Newsletter
The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting our Nation's Seniors. The report is based on the complaints received by the committee's national fraud hotline, 855-303-9470.

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.

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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.
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