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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Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That? by Ken Coughlin - February 2018 Newsletter
The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others.

Category: Newsletters
How Will the New Tax Reform Impact You? - January 2018 Newsletter
You've probably heard about the massive new Tax Reform Bill, but how do you make sense out of its 429 pages of legal mumbo jumbo? And can you trust what the media is saying about it? If you already pay more than $20,000 a year in both federal and state income taxes, you need to know the following...

Category: Newsletters
Our Family Holiday Traditions by The Staff of Kavesh, Minor & Otis - December 2017 Newsletter
At this wonderful time of the year, we of course wish you and your family the happiest of holidays -- and also thought it would be nice to share how some of our own families celebrate these special days. (Maybe you'll even get some good ideas!)

Category: Newsletters
Have You Named The Wrong Successor Trustee? - August 2017 Newsletter
Most estate plans properly focus on distributing your hard earned assets to the right people and at the right time, while minimizing court interference and taxes. However, not enough estate plans thoroughly consider the choice of successor Trustee, who will act someday when you can't.

Category: Newsletters
ADD MORE PROTECTION TO YOUR LIVING TRUST PLAN - July 2017 Newsletter
If we created your Living Trust plan after September 2002, or you updated it with us since then, you likely have a very special protective feature for your loved ones known as the "Personal Asset Trust SM" (or "PAT").

Category: Newsletters
Costly IRA Mistakes You Want to Avoid - June 2017 Newsletter
The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff. However, this month we feel compelled to address a more serious issue, one that we see adversely affecting our clients and their loved ones on almost a daily basis - - costly IRA mistakes.

Category: Newsletters
Blended Family Basics - March 2017 Newsletter
Times have changed. In the new millennium, blended families now outnumber traditional nuclear families. In fact, one of three Americans is now a stepparent, a stepchild, a step-sibling, or some other member of a blended family*. And the number is likely to grow, based on current statistics and trends.

Category: Newsletters
A Funny Thing Happened on the Way To... (Some of My Craziest Seminar Stories from Over the Years) - February 2017 Newsletter
You may already know that one of my favorite things in life is presenting educational seminars on estate planning. What you may not know - - and I've been asked to share with you here - - are some of the unusual occurrences I've experienced in doing over 2,500 seminars over the past 30 plus years.

Category: Newsletters
February 2016 Estate Planning Newsletter: My Valentine's Day Trauma
In our February 2016 newsletter, Philip Kavesh shares his Valentine's Day memories and provides estate planning tips for women.

Category: Newsletters
January 2016 Estate Planning Newsletter: Head Off Squabbles Among Your Heirs
In our January 2016 newsletter, we discuss how to head off squabbles among heirs with a properly prepared estate plan.

Category: Newsletters
December 2015 Estate Planning Newsletter: “I Enjoyed Everyone Else’s Christmas”
In our December 2015 newsletter, attorney Philip Kavesh shares his holiday memories and explains why estate planning is necessary regardless of your income.

Category: Newsletters
November 2015 Estate Planning Newsletter: A Truly American Thanksgiving Feast!
In our November 2015 newsletter, we share Thanksgiving reflections and explain what you need to know about living trusts for your estate plan.

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.