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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Unique Assets Can Create a Challenge
Estate planning requires a value be listed for your assets. However, some assets may require extra planning. The value of ... Estate Planning

Date: 04/10/2018 Category: Estate Planning
Benson’s Will: Who Is In and Who Is Out?
Tom Benson's will reveals deep family rifts, excluding his daughter and grandchildren. Learn how previous legal battles influenced his estate decisions.

Date: 04/09/2018 Category: Trust & Estate Administration
Retirees Not Running Out of Savings
The view of spending down retirement money runs into conflicting information. A new study has found that two decades after ... Elder Issues

Date: 04/06/2018 Category: Estate Planning
Life Insurance Losing Popularity
Population in America is on the increase but not life insurance sales. Between 1965 and 2016, the population in America grew ... Estate Planning

Date: 04/05/2018 Category: Estate Planning
Financial Challenges for Elder Care Vary by State
If you are paying the bills for caring for an elderly family member, much depends on the state of residence. As the costs for ...

Date: 04/03/2018 Category: Estate Planning
Waiting for Estate Plan? Not a Good Idea
Don't wait for retirement to make your plans ... it would be wise to make them BEFORE. Americans have a tendency to consider ... Estate Planning

Date: 04/02/2018 Category: Estate Planning
What Type of Estates are Likely to Face Litigation?
Experts predict the kind of estates that will face litigation. Family grievances are a key issue. It is interesting to ... Estate Litigation

Date: 03/30/2018 Category: Trust & Estate Administration
Florida Shooter Wanted His Inheritance
Mother left him $800,000 and he was going after his share. Two months before the Florida school shootings, Nikolas Cruz hired ... Estate Administration

Date: 03/29/2018 Category: Estate Planning
Government Faces Opioid, Burial Crisis
It is a sad ending when a body is not claimed. However, the problem also spills over to public expenditures. If someone dies ... Elder Issues

Date: 03/28/2018 Category: Estate Planning
Social Security Recipients May Need More Information
Widows and widowers may not be receiving all the information needed to receive full benefits from Social Security. The Social ... Elder Law

Date: 03/27/2018 Category: Estate Planning
It May Be Helpful to Include Your Doctor in Your Plans
If your doctor knows your bucket list, he may have some suggestions. Almost everyone has a list of things they would like to ... Elder Issues

Date: 03/23/2018 Category: Estate Planning
Preparing for Elder Care Expenses
As life expectancy grows, so does the expense for elders. It is estimated that the average cost for caring for an elder ... Elder Care

Date: 03/22/2018 Category: Estate Planning

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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.

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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.

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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.
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