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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Fiscal Cliff Deal Opens Door to Last-Minute Charitable Contributions
Act fast: the fiscal cliff deal has a special tax break for cash donated by seniors to charity in Jan. 2013. If you are past ... Charitable Gifting

Date: 01/08/2013 Category: Estate Planning
Federal Estate and Gift Taxes Finally Settled with Fiscal Cliff Deal in Los Angeles California
The fiscal cliff deal permanently sets federal estate and gift taxes. Learn how this impacts your estate plan and why an estate planning attorney can help.

Date: 01/07/2013 Category: Estate Planning
Does Anyone Know How the Affordable Care Act Will Affect Medicare?
Discover how the Affordable Care Act may impact your Medicare coverage, costs, and benefits, and what seniors and retirees should know about upcoming changes.

Date: 01/04/2013 Category: Estate Planning
The IRS’s Untimely Vacation From Issuing Tax Identification Numbers
Estate planners scurrying to set up trusts on behalf of wealthy clients and fund them with tax-free gifts before the end of ... Estate Planning

Date: 01/02/2013 Category: Estate Planning
Keeping Up With The Joneses …By Comparing Retirement Savings??
Learn how comparing retirement savings to others can impact your financial planning and discover smart strategies to build a secure retirement future.

Date: 01/01/2013 Category: Estate Planning
Los Angeles California To Give or Not to Give
Wealthy Californians may consider making large gifts before potential estate tax changes. Learn about gift tax strategies & consult an estate planning attorney

Date: 12/24/2012 Category: Estate Planning
A New Game to Help with Charitable Giving in Torrance California
Discover how the "Talk About Giving" card game encourages meaningful family discussions around values, legacy, and charitable giving in Torrance, California

Date: 12/20/2012 Category: Estate Planning
Retirement Planning: Five Mistakes to Avoid in Los Angeles County
There's no one-size-fits-all when it comes to saving the right amount for your golden years -- which is part of what makes ... Retirement Planning

Date: 12/19/2012 Category: Estate Planning
A New Way to Face Retirement in Torrance California
"People who see an age-progressed rendering of themselves are more likely to allocate resources to the future." As ... Retirement Planning

Date: 12/18/2012 Category: Estate Planning
Mixing Business and Friendship Can Be Risky in Los Angeles California
In today's highly competitive business climate, startup entrepreneurs want to pursue their most ambitious goals with people ... Business

Date: 12/17/2012 Category: General
Changes on the Horizon for Reverse Mortgage Loans in Los Angeles California
Change is needed. Reverse mortgages can serve as financial lifelines by helping seniors leverage their equity without selling ... Loans

Date: 12/14/2012 Category: Estate Planning
Torrance California Older Workers Improve Their Resumes to Maximize Hiring Potential
... Many colleges and universities have begun offering classes for older workers to help them improve their resumes, learn ... Employment

Date: 12/13/2012 Category: Estate Planning

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.