Protect Your Retirement And Limit Your Tax Burden

At The Law Firm of Kavesh, Minor & Otis, Inc., we believe that handling your estate planning matters is only one part of assuring your and your family's overall financial well-being.

Our attorneys can help you create a proper Living Trust that protects and allows you to remain in control of your assets while you are alive and even after you are gone. In addition, we have a wide network of professional advisers that our firm affiliates with to ensure that you are maximizing your assets that you can enjoy during your lifetime and then leave to your beneficiaries.

"I got a Living Trust because I was concerned with setting things up in an orderly manner and protecting everything from too many taxes. If you've got something to protect, then a Living Trust is what you need. My wife won't need to spend a lot of time worrying about all this now that we have a Living Trust." - George H.

Work With Our Professionals To Grow Your Estate

The following and other important financial planning services are available through our affiliated advisers:

  • Retirement income planning to manage your assets so you can enjoy the cash flow you need
  • Investment review and planning including stocks, mutual funds and IRAs
  • Insurance and annuity review and planning that can help with long-term care and other needs
  • Real estate sales and exchanges to properly manage your properties, including your home, rental properties and vacation homes

We also provide income tax planning and return preparation through our affiliated tax professionals. Working with a team of experienced tax professionals now can help to limit any future income and estate tax burdens for both you and your beneficiaries.

We can arrange a free consultation with any of our affiliated financial planning professionals upon your request.

Learn More At A Free Seminar

There is a difference between just drawing up an estate plan and working with a dedicated and experienced estate planner to provide you with complete peace of mind. Our law firm has been serving Southern California residents for four decades, setting up strong plans, not ticking financial time bombs.

We invite you to sign up for a free seminar to learn more about estate planning and the questions you need to be thinking about to properly protect yourself and your loved ones. To learn more, contact us online or call us at 866-402-1805. We have offices in Torrance, Pasadena, Orange, Woodland Hills and Newport Beach.