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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Will You Leave Your Spouse or Kids a Mess or a Method?
In most households, one person pays the bills and the other person hopes that things are being handled correctly. All too ... Asset Protection

Date: 09/29/2015 Category: Estate Planning
Estate Planning Needed to Continue Family Farm Traditions
Sitting down for "that conversation" with family members is never an easy thing when it comes to planning for the ... asset protection

Date: 09/28/2015 Category: Estate Planning
Regular Estate Planning Updates Essential for Family Business Owners
An international survey of 336 middle-market family businesses recently reported in Forbes,"Most Family Business Owners ... asset protection

Date: 09/25/2015 Category: Estate Planning
Key Question for Estate Planners: Will I Outlive My Money?
While few of us ever feel that we have enough money for retirement, strategies to help ensure that your nest egg lives longer ... asset protection

Date: 09/24/2015 Category: Estate Planning
So Many Trusts, So Little Time!
Here's the basic concept behind trusts: a trust allows an individual to separate the legal ownership of property from the ...

Date: 09/22/2015 Category: Estate Planning
Estate Planning for Millennials
People of all ages need to do estate planning, even Millennials who are just starting to consider themselves grown-ups. These ... Estate Planning

Date: 09/21/2015 Category: Estate Planning
Before You Say “I Do,” Do This
Financial planning should be a part of every couple's wedding planning, whether they are just starting out or if they are ... asset protection

Date: 09/18/2015 Category: Estate Planning
When Your Legacy is Measured in Acres
For farmers, land is far more than an asset to be valued and sold. Land is a legacy to be protected, a resource that ... asset protection

Date: 09/17/2015 Category: Estate Planning
Inheritance Issues Better Managed with Planning and Communication
Adult children worry about their parent's finances, but whether they are worried for the right reasons is sometimes hard to ... asset protection

Date: 09/16/2015 Category: Estate Planning
How QTIPs Are Used to Preserve and Control Assets
Second and subsequent marriages that occur later in life present challenges when it comes to estate planning. While no longer ... Estate Planning

Date: 09/15/2015 Category: Estate Planning
Discussion: What Kind of Death Do You Want?
Death is truly our final frontier. Most of us like to imagine a story-book ending: lying in our bed at home, surrounded by ... asset protection

Date: 09/14/2015 Category: Estate Planning
A Checklist for the Executor
Learn key steps for an executor to settle an estate, from handling assets to paying debts and taxes. A checklist for managing the responsibilities with care.

Date: 09/12/2015 Category: Trust & Estate Administration

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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.