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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Deciding If Your Estate Plan Needs a Letter of Instruction
A letter of instruction isn’t a legally binding document, but it can help your loved ones easily settle your estate after you have passed away. Learn more here.

Category: Estate Planning
Happy 40th Birthday, KMO! - October 2021 Newsletter
Celebrate our 40th Birthday! On October 17th, our Law Firm of Kavesh, Minor & Otis (“KMO”) will mark a milestone in our history, our 40th Birthday! In looking back at our lengthy journey, it is humbling to see just how far we have come.

Category: Newsletters
Deciding If a Totten Trust Is Right for You
A Totten trust can help you pass cash to loved ones without the need for probate. However, these trusts can have distinct drawbacks. Learn more here.

Category: Estate Planning
Why You Should Create an Estate Plan Even If You Don’t Have Heirs
You may not want to create an estate plan if you don’t have children or a spouse. But, you still have options to create a legacy protected from the court.

Category: Estate Planning
You're Never Too Old and It's Never Too Late - September 2021 Newsletter
Here’s an interview with Mr. Kavesh and Kristina about this decision to go back to school that we thought was worth a share.

Category: Newsletters
When You Should Rewrite Your Will Completely
While changing your will to include a codicil may seem easier, it is often simpler and safer to redraft your will outright. Learn more here.

Category: Estate Planning
A Glossary of Important California Probate Terms
If you are beginning probate, here are some of the most common and important California probate terms you are likely to encounter in court. Read article for more!

Category: Probate
Creating a Special Needs Trust
A special needs trust can help California parents protect their children’s well-being while ensuring they can still get government assistance.

Category: Estate Planning
My “Summer School” Education - August 2021 Newsletter
With school still out and kids on summer break, I’m reminded of some interesting and formative summer experiences of my childhood, growing up in a small, rural farm town in South Jersey (Don’t believe there’s farmland in New Jersey? Well, my hometown’s name is “Vineland”!).

Category: Newsletters
How to Ensure Your Will Is Valid and Safe From Challenges
Wills in California have to meet certain legal requirements. If any are missing, the writer’s estate could be invalidated. Learn more here.

Category: Estate Planning
Britney's Song Can Teach Us a Lesson - July 2021 Newsletter
With Britney Spears’ terrible, unseemly conservatorship matters splashed all over the press, it’s hard not to know about her plight. Many people sympathize with the #FREEBRITNEY movement. Others find her sad story to be merely entertaining. Regardless of how you may feel about Britney and her very public dilemma, there’s a lesson here for all of us.

Category: Newsletters
What to Know About Inventorying an Estate in California
If you have been appointed the representative of a California estate, inventorying the decedent’s assets is among your most important responsibilities.

Category: Probate

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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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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.