Our Estate Planning & Probate Blog

When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.

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Seniors and the Benefits of Downsizing Trust Lawyer Palos Verdes

Date: 11/21/2022 Category: General
The Importance of Estate Planning for Unmarried California Couples Since most unmarried couples are not afforded any rights to their partner’s estate, a comprehensive plan is a practical necessity. Our CA attorneys explain.

Date: 11/08/2022 Category: Estate Planning
How to Help Your Parents With Estate Planning When seniors can no longer manage their money, their children might have to intervene. Our CA attorneys explain how to help older parents with estate planning.

Date: 11/01/2022 Category: Trust & Estate Administration
Recognizing a “Guardian Angel” Trust Lawyer Palos Verdes

Date: 10/31/2022 Category: Probate | Trust & Estate Administration | Estate Planning
The Problem With 11th-Hour Wills While California law has no provisions against deathbed wills, any last-minute interpretations could be contested in court. Our California attorneys explain.

Date: 10/19/2022 Category: Estate Planning
Estate Probate and the Internal Revenue Service’s Art Advisory Panel The Art Advisory Panel for the IRS helps the federal government cross-check the claimed value of potentially valuable artwork. Our CA lawyers explain.

Date: 10/19/2022 Category: Estate Planning | Probate
How a Medi-Cal Asset Protection Trust Can Help You and Your Loved Ones Medi-Cal Asset Protection Trust Attorney Torrance

Date: 10/17/2022 Category: Estate Planning
Financial Considerations for Family Home Caregivers in California While home care may seem an effective alternative to assisted living facilities, the costs of care can quickly accumulate. Our CA attorneys explain.

Date: 10/09/2022 Category: Estate Planning
What to Consider Before Giving an Early Inheritance An early inheritance could help a young entrepreneur; however, it’s important to consider your future and your own retirement. Our CA attorneys explain.

Date: 09/27/2022 Category: Estate Planning
The Retirement Risks of a Late-Life Divorce Older Californians have more to lose in a divorce since even the slightest mistake could cost them a comfortable retirement. Our CA attorneys explain.

Date: 09/27/2022 Category: Estate Planning
The Law Firm's History & Milestones Law Firm of Kavesh, Minor & Otis - Firm History and Milestones

Date: 09/22/2022 Category: General
Celebrity Estate Planning Horror Stories

Date: 09/16/2022 Category: Estate Planning | Trust & Estate Administration | Probate

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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.