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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SCAM ALERT: Beware of This Inheritance Scam!Some people are getting letters from law firms stating that they're the lucky heir of a life insurance policy. We're story to tell you, but it's a scam!
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Mother's Day ReflectionsMother's Day 2024 - Special Mother's Day reflections from members of the Kavesh, Minor & Otis family.
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Finding a Life Insurance Policy That Wasn’t Listed in a Will or TrustFinding a lost life insurance policy can be difficult, but putting in the effort could provide an unexpected windfall. Read the blog for more info!
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The Advantages and Disadvantages of a Springing Power of AttorneyAlthough the springing power of attorney offers a simple solution to concerns about abuse of fiduciary power, it suffers from significant limitations.
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“Oh No! I Can’t Access My Bank Accounts!!” - A Cautionary TaleImagine this. Your bank suddenly, without warning, closes all of your accounts, then sends you checks for the balances in the mail—without any explanation!
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Estate Planning for Same-Sex Couples in CaliforniaIn CA, same-sex couples have the same estate planning rights as their heterosexual counterparts. Our attorney explains how to ensure your estate’s safety.
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KMO Celebrates 42 Years!A Fun Trip Down Memory Lane with Members of the Firm
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Eggs, Embryos, and Estate PlanningAssisted reproductive technology can afford couples an unprecedented chance to give birth, but it can also lead to unprecedented estate planning problems.
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The 10 Biggest Mistakes Successor Trustees MakeDiscover the 10 biggest mistakes successor trustees make and how to avoid them, ensuring a smooth estate administration and protecting your legal...
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How an Estate Plan Can Protect Your PartnerWhile California’s probate code privileges spouses and other close relations, it does little to accommodate unmarried couples. Our CA attorney explains.
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Using a 529 Plan to Reduce California Tax ObligationsA 529 plan provides an opportunity to save money for a loved one’s education while reducing an estate’s tax burden. Our CA attorney explains.
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The Golden State’s Expectations for Trust-Related InvestmentsCalifornia’s Uniform Prudent Investor Rule requires trustees to make sound and reasonable investment decisions. Our CA attorney explains. Read more!
