Estate Planning Specialists - For your peace of mind® - Celebrating 28 years

Financial Planning

We believe that handling your estate planning matters is only one part of assuring your and your family's overall financial "health". Many of our clients (and their Trustees and beneficiaries) also benefit from the following services:

  • Income tax reduction
  • Retirement income planning
  • Investment review and planning
  • Insurance and annuity review and planning
  • Real estate sales and exchanges

These and other important financial planning services are available through our affiliated advisors. A free consultation with them may be arranged by us, upon your request.

Disclaimer – This website is intended to provide legal information only; legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Kavesh, Minor & Otis, Inc. The testimonials throughout this site were provided by actual clients. To maintain their privacy their names may have been abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results. Currently Serving the greater Los Angeles County and Orange County, including: Agoura Hills | Alhambra | Aliso Viejo | Anaheim | Arcadia | Artesia | Avalon | Azusa | Bell | Bell Gardens | Bellflower | Beverly Hills | Brea | Brentwood | Buena Park | Burbank | Calabasas | Carson | Cerritos | Commerce | Compton | Costa Mesa | Culver City | Cypress | Dana Point | Downey | El Segundo | Foothill Ranch | Fountain Valley | Fullerton | Garden Grove | Gardena | Glendale | Hawaiian Gardens | Hawthorne | Hermosa Beach | Huntington Beach | Industry | Inglewood | Irvine | Laguna Beach | Laguna Hills | Laguna Niguel | La Habra | La Palma | Lake Forest | Lakewood | Lawndale | Lomita | Long Beach | Los Alamitos | Los Angeles | Lynwood | Malibu | Manhattan Beach | Mission Viejo | Montebello | Monterey Park | Newport Beach | Orange | Palos Verdes Estates | Palos Verdes Peninsula | Paramount | Pasadena | Pico Rivera | Placentia | Rancho Palos Verdes | Rancho Santa Margarita | Rolling Hills | Rolling Hills Estates | Santa Ana | Santa Monica | Sierra Madre | Signal Hill | South Pasadena | Thousand Oaks | Torrance | Tustin | Westlake Village | Whittier | Yorba Linda

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