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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Estate Plan Location, Location, Location
You might think those three words - "Location, location, location!" - are uttered more by realtors than estate ... Estate Planning

Date: 10/09/2014 Category: Estate Planning
Andrew Madoff’s Estate Could Face Clawback
The court-appointed trustee seeking to recover money for bilked investors began taking aim at Andrew Madoff's money even ... Estate Planning

Date: 10/08/2014 Category: Estate Planning
Parents Went to Court Over Son’s Burial
The facts of the Wilson case involved a divorced couple, at odds over where to bury the ashes of their 23-year-old son, who ... Estate Planning

Date: 10/07/2014 Category: Estate Planning
Deceased’s Tax Liabilities Fall on Executor or Executrix
Executors can be held personally liable for the deceased's tax bills. Learn how to avoid pitfalls in estate administration and properly handle tax liabilities.

Date: 10/06/2014 Category: Trust & Estate Administration
What To Do with an Inherited Collection
Ms. Smith's inheritance is unique in the value of the works she didn't know about in her mother's attic. But her initial ... Estate Planning

Date: 10/04/2014 Category: Estate Planning
Estate Planning: Know What’s in Your Plan Before You Sign
I recently completed my estate plan. I signed a power or attorney but I have no idea why I have it or what I'm supposed to do ... Estate Planning

Date: 10/03/2014 Category: Estate Planning
Leave an Inheritance? Or Spend the Money Instead?
Once people hit retirement, they do not know how long they will live or how long their money will last. Still, the vast ... Estate Planning

Date: 10/02/2014 Category: Estate Planning
Death Cafes: Have Some Tea While You Discuss End-of-Life Care
Visitors, mostly aged 50-plus, enter the center's cool, dimly lit quarters, where they're invited to help themselves to tea, ... Estate Planning

Date: 09/30/2014 Category: Estate Planning
Copyright Violation? Marvin Gaye’s Estate Says Yes, but Robin Thicke’s Response Raises Eyebrows
Representing the only complex thing about it, "Blurred Lines" has long been the subject of a confusing legal tangle ... Estate Planning

Date: 09/27/2014 Category: Estate Planning
Take a Cue from Joan Rivers – Include Your Pets in Your Estate Plan!
As Rivers' goddaughter Tracie Hotchner told the Daily Mail, "She loved her dogs dearly, and they meant so much to her ... Estate Planning

Date: 09/26/2014 Category: Estate Planning
Estate Planning Mistakes You Can Learn From
Of course, there's no shortage of ways in which people can stumble when it comes to making their after-death arrangements. ... Estate Planning

Date: 09/25/2014 Category: Estate Planning
Bernie Madoff’s Son Andrew Passes Away Leaving a Large Estate
Bernard Madoff is serving a 150-year term in federal prison in North Carolina. Though sued for millions of dollars, his sons ... Estate Planning

Date: 09/24/2014 Category: Estate Planning

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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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.