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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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
Vietnam Veteran’s Benefits for Post- traumatic Stress Disorder in Los Angeles CA
More than a quarter million Vietnam-era veterans were discharged under other-than-honorable conditions, and thousands of ... Veteran's Benefits

Date: 12/12/2012 Category: General
Torrance California Extreme Home Makeover: Retirement Style
Richard Hayman, 67, and his wife Carolyn are shelling out $110,000 to complete a strategic part of their retirement plan. ... Retirement Planning

Date: 12/11/2012 Category: Estate Planning
Los Angeles The Fiscal Cliff: A Slippery Slope for Your Health
Learn how the fiscal cliff may impact Medicare, healthcare, and your future. Discover steps you can take now to protect your health and financial security.

Date: 11/12/2012 Category: Estate Planning

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Testimonial

My husband and I had a very positive experience with Peter Leon of the Kavesh, Minor, & Otis Law Firm. We met with Peter to update our Family Trust and he skillfully addressed many concerns to resolve family issues. Peter is professional, devoted to his work, and always available to answer any questions. We highly recommend Peter to take care of you and your Family Trust. Helen C.
Attorney Jane Lee from Kavesh, Minor & Otis is the best trust Attorney. She helped me create my trust in I think 2018 and every three years I have been going back to their office for the review update. Attorney Jane is kind and patient. She helped me review everything and got all updates done. Everyone should go see her for all of your Attorney needs. M&M Team Reality
Attended a a free seminar several years ago and decided to use this law firm to set up our trust. Things have changed since we first did our trust and we thought we better revisit it and are glad we did. Our Attorney Peter, pointed out things we forgot about and may want to change. He answered all our questions and was knowledgeable. Definitely recommend anyone interested in creating a trust to at least attend one of their seminars. Regina H.

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My husband and I had a very positive experience with Peter Leon of the Kavesh, Minor, & Otis Law Firm. We met with Peter to update our Family Trust and he skillfully addressed many concerns to resolve family issues. Peter is professional, devoted to his work, and always available to answer any questions. We highly recommend Peter to take care of you and your Family Trust. Helen C.

Attorney Jane Lee from Kavesh, Minor & Otis is the best trust Attorney. She helped me create my trust in I think 2018 and every three years I have been going back to their office for the review update. Attorney Jane is kind and patient. She helped me review everything and got all updates done. Everyone should go see her for all of your Attorney needs. M&M Team Reality

Attended a a free seminar several years ago and decided to use this law firm to set up our trust. Things have changed since we first did our trust and we thought we better revisit it and are glad we did. Our Attorney Peter, pointed out things we forgot about and may want to change. He answered all our questions and was knowledgeable. Definitely recommend anyone interested in creating a trust to at least attend one of their seminars. Regina H.

Very impressed with the knowledge, expertise and professionalism of this firm. My husband and I just finalized our estate plan after taking a long time to get our affairs in order. Our attorney, Peter Keon was patient with us and we appreciated that so much! The office, waiting room and building is beautiful and located in an easy and convenient location nearby the 405 freeway. The staff was kind and welcoming when we walked into the office. Peter Keon is meticulous, organized and detailed oriented. He ensures that you cover all the bases without leaving any stones unturned. He guided us throughout the process and is great with explaining any confusing items on the estate plan in layman terms. We feel so relieved to have our estate plan done in the best hands in the industry! Thank you so much Vita P.

Peter was very professional and courteous . He gave us all the information that we needed and was easy to understand. Smile R.

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.