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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Navigating Estate Taxes at the State and Federal LevelEven though California does not levy state estate taxes, you may still be taxed at the federal level. Learn more here.
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You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 NewsletterIn November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment
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Estate Planning Resources for Professional AdvisorsOur estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible.
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A Look Back at Our Company History on Our 30th AnniversaryPhil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary.
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Estate Planning, Trust Administration, and Probate ResourcesHere, we share additional resources from The Law Firm of Kavesh, Minor & Otis, Inc. Learn about estate planning, trust administration, and probate.
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Tips for Choosing a Senior Living Community by Belmont VillageTips for Choosing a Senior Living Community
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Summertime and the Living Was EasySummertime and the Living Was Easy by Attorney Phil Kavesh One of a series of personal reflections upon growing up in small town America in the 60’s
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Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness?
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New Legislation Will Have A Big Impact On IRA Planning!New Legislation Will Have A Big Impact On IRA Planning! By Philip Kavesh. Click here to learn more.
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Are You Overpaying For Prescription Drugs?Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs...
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Would You Like to Pay MORE Income Taxes?You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s...
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The Government Is Trying To Get Their Hands Into Your Pocket, Again!For some time now, most Californians have enjoyed freedom from estate, gift and inheritance taxes. Back in 1982, Californian voters approved Proposition 6...