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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Mother's Day Reflections
Mother's Day 2024 - Special Mother's Day reflections from members of the Kavesh, Minor & Otis family.

Date: 04/03/2024 Category: General
Seniors and Caregivers: Establish an Emergency Action Plan
For seniors and their caregivers, having a plan in place should an emergency strike can provide some peace of mind in a turbulent world. Learn more here.

Date: 04/02/2024 Category: General
Spring Cleaning Therapy (for You and Your Whole Family!)
Spring cleaning doesn’t have to be something that you have to take on all by yourself. Find out how you can get your whole family involved or get their help.

Date: 03/26/2024 Category: Trust & Estate Administration | General
When Was the Last Time You Checked Your Beneficiary Designations?
There are certain assets you may have where you completed a form called a BDF that need to be reviewed!

Date: 03/26/2024 Category: Estate Planning
My Favorite Easter Memories
One of a series of articles on growing up in small town America during the 1960’s.

Date: 03/01/2024 Category: General
Confronting an Aging and Unsafe Driver
As seniors get older, they may lose their ability to safely operate a car. Here are some tips for having that difficult conversation with your loved one.

Date: 02/23/2024 Category: General
Recognizing Malnutrition in Older Adults
Life-threatening malnutrition disproportionately affects those 85 and up. Recognizing malnutrition can help family members and caregivers know when to get help.

Date: 01/15/2024 Category: General
Are You a Family Caregiver? New Bill Seeks to Lower Costs
A recently proposed bill called the Lowering Costs for Caregivers Act of 2023 is the result of a bipartisan effort to lessen the costs of family caregiving.

Date: 01/15/2024 Category: General
2024 Estate and Gift Tax Updates

Date: 01/12/2024 Category: Estate Planning
Seniors and Anti-Obesity Medication
Weighing the advantages and disadvantages of anti-obesity drugs for seniors

Date: 01/12/2024 Category: General
Finding a Life Insurance Policy That Wasn’t Listed in a Will or Trust
Finding a lost life insurance policy can be difficult, but putting in the effort could provide an unexpected windfall.

Date: 01/03/2024 Category: Trust & Estate Administration
The Advantages and Disadvantages of a Springing Power of Attorney
Although the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.

Date: 01/03/2024 Category: Estate Planning

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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.