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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New Legislation Will Have A Big Impact On IRA Planning! The U.S. House of Representatives has recently passed the "SECURE" Act and it's expected to soon be approved by the ... Inheritance

Date: 05/31/2019 Category: Estate Planning
Are You Overpaying For Prescription Drugs? Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for ... Perscription Drugs

Date: 05/31/2019 Category: General
Are you concerned about family conflict and your estate plan? Estate planning can be a challenge for anyone. Because each person's life is different, his or her estate plan is also ...

Date: 05/26/2019 Category: Estate Planning
The Top 5 Estate Planning Mistakes People Make It's a terrible tragedy to see people work hard, scrape and save their whole lives, then just throw away their money - - and ... Estate Planning

Date: 05/25/2019 Category: Estate Planning
Benefits of meeting with an attorney for estate planning It's great that you've taken the steps to begin your estate plan. Doing so is a difficult but important step in your life. ...

Date: 05/22/2019 Category: Estate Planning
Do You Need an Attorney to Draft an Estate Plan? When it comes to getting an estate plan prepared - - whether it's a Will or Living Trust - - it can be confusing to know ... Estate Planning Attorney

Date: 05/21/2019 Category: Estate Planning
The biggest mistakes you could make as an executor If you have been selected as executor of a loved one's estate, it is important to be knowledgeable about your duties and ...

Date: 05/11/2019 Category: Trust & Estate Administration
Estate plans should involve more than just wills and trusts Another week has passed and another Hollywood figure has lost his life to an unexpected medical emergency. Director John ... Estate Planning

Date: 05/09/2019 Category: Estate Planning
It takes more than a deed to put real property into your trust One of the primary purposes for many trusts is to keep real property from going through probate. This keeps the beneficiaries ...

Date: 05/04/2019 Category: Estate Planning
5 Reasons You May Need to Get Your Living Trust Reviewed So, you had your Living Trust prepared a few years ago. Bravo! You're already a lot further ahead than majority of other ... Estate Plan

Date: 05/04/2019 Category: Trust & Estate Administration
What’s the Difference Between a Will and a Living Trust? You have worked hard throughout your life to accumulate the assets that you have during your lifetime, so it's only natural ... Living Trusts

Date: 05/04/2019 Category: Estate Planning
Will You Miss My Bitcoins (Or Other Online Assets) When I’m Gone? How to act now to secure and preserve your digital assets Courtesy of NextAvenue By Mark Ray (edited by Kavesh, Minor & ... Digital Accounts

Date: 05/01/2019 Category: Estate Planning

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I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy Wilson

Jane has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person. Dan Lampkins

Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you! G. Kaneshiro

I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs. Chris Delmastro

They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon

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.