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.

<1...14 15 16 17 18 19 20 >

Page 19
October 2015 Estate Planning Newsletter: New Scam Alert!
In our October 2015 newsletter, we discuss how to protect yourself from financial scams and what you can do to prepare for aging in place.

Category: Newsletters
August 2015 Estate Planning Newsletter: Medicare, Medicaid and More
In our August 2015 estate planning newsletter, we discuss what seniors should know about the difference between Medicare and Medicaid.

Category: Newsletters
May 2015 Estate Planning Newsletter: Family Connections In Unexpected Places
In our May 2015 newsletter, we discuss how long-term care expenses should factor into your retirement and estate planning.

Category: Newsletters
January 2015 Estate Planning Newsletter: “Thank You, January!”
In our January 2015 newsletter, Philip Kavesh shares winter childhood memories and we explain why getting your estate plan in order is a good resolution.

Category: Newsletters
October 2014 Estate Planning Newsletter: A Few Thanksgiving Thoughts
In our October 2014 newsletter, we share our favorite Thanksgiving memories and offer advice on how you can avoid common estate planning mistakes.

Category: Newsletters
September 2014 Estate Planning Newsletter: Costly IRA Mistakes You Want to Avoid
In our September 2014 newsletter, we discuss preventing costly IRA mistakes, what to do when a loved one passes away, and how estate planning avoids probate.

Category: Newsletters
August 2014 Estate Planning Newsletter: Let’s Get Cooking!
In our August 2014 newsletter, we share estate planning advice as well as cooking tips from one of our attorneys.

Category: Newsletters
July 2014 Estate Planning Newsletter: Happy Birthday to My Four-Legged Child
Attorney Jane Lee shares memories of her pet dog Yoda and offers tips on finding respite care for your aging parents in our July 2014 newsletter.

Category: Newsletters
July 2014 Estate Planning Newsletter: Cruising Along – at a Discount!
In our June 2014 newsletter, we share tips for going on an affordable cruise, buying a vacation home, and creating a legacy letter.

Category: Newsletters
April 2014 Newsletter: What’s in Your Nirvana?
In our April 2014 newsletter, we discuss long-term care planning and the signs of elder abuse. Philip Kavesh also shares highlights from a recent vacation.

Category: Newsletters
March 2014 Estate Planning Newsletter: Reflections on a Visit to Mom
In our March 2014 newsletter, we discuss investment markets, business succession plans, and the value of spending time with your family.

Category: Newsletters
February 2014 Estate Planning Newsletter: (Cautionary) Tales of The Rich and Famous
In our February 2014 newsletter, we discuss what you can learn from the estate planning mistakes of the rich and famous.

Category: Newsletters

<1...14 15 16 17 18 19 20 >

left quotation mark

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.

right quotation mark

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.