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.

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© 2012 Kavesh, Minor and Otis, Inc. | Privacy Statement
990 W. 190th Street, #500, Torrance, CA 90502 | Phone: 1-800-756-5596 | Fax : 310-324-0517
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The Law Firm of Kavesh, Minor & Otis, Inc. represents clients with their Estate Planning needs, including Advanced Level Planning, Pre-Death Planning, Post-Death Planning, Financial Planning and Tax Planning. We represent all of Los Angeles County and the surrounding area, including but not limited to Torrance, Los Angeles, Carson, Harbor City, Lomita, Gardena, Long Beach, Compton, Redondo Beach, Hermosa Beach, San Pedro, Hawthorne, Manhattan Beach, Inglewood, Lynwood, Lakewood, Paramount, El Segundo and South Gate. We also service most of Southern California, including Orange, Orange County, Newport Beach, Irvine, Costa Mesa, Corona Del Mar, Santa Ana, Huntington Beach, Fountain Valley, Tustin, Laguna Beach, Garden Grove, Midway City, Pasadena, San Marino, Alhambra, San Gabriel, Sierra Madre, Arcadia, Glendale, Monterey Park, Rosemead, El Monte, Burbank, Duarte, Woodland Hills, Canoga Park, West Hills, Tarzana, Winnetka, Encino, Topanga, Northridge, Van Nuys, Sherman Oaks, and Agoura Hills.

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.