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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Gift Now Or When You Pass? Consider The Taxes
Should you give your heirs gifts now? Or wait? Ultimately, there's no "right" answer. This is a personal choice. ... Estate Planning

Date: 06/13/2014 Category: Estate Planning
If You Snooze, You Lose — Perk Up And Tackle These Financial Topics
Sometimes we have to think about the not-so-fun things so we can enjoy the fun ones. Who wants to talk about money? How about ... Asset Protection

Date: 06/12/2014 Category: Estate Planning
Don’t Leave A Heap Of Problems Behind, Plan Ahead For Your Loves Ones
Although death planning can be emotionally vexing, it is essential for families and survivors. They may not know your true ... Estate Planning

Date: 06/11/2014 Category: Estate Planning
Celebrity Disappearance Spurs Estate Planning Lesson For All
In the case of Casey Kasem, no matter what happens, there are no winners here-everyone loses. Don't let this happen to you. ... Estate Planning

Date: 06/10/2014 Category: Estate Planning
Trust With Strings Attached
Learn about incentive trusts, which set conditions for distributions, and how they can motivate heirs while avoiding legal issues. Get expert estate...

Date: 06/09/2014 Category: Trust & Estate Administration
Ohio Elder Justice Initiative
"Older Ohioans are vulnerable to abuse, neglect, and financial exploitation for a number of reasons," Attorney ... Elder Law

Date: 06/07/2014 Category: General
Scam Alert! Estate Planning Victims Beware
One surprising area in which scams are becoming more common is estate planning. Each year, more people fall victim to ... Estate Planning

Date: 06/05/2014 Category: Estate Planning
Estate Planning Goals For Married Couples
Discover key estate planning objectives for married couples, including providing for family, minimizing taxes, and maintaining control over assets.

Date: 06/04/2014 Category: Estate Planning
Charitable Giving Options – Think Beyond Cash
One way to fulfill your philanthropic goals is to provide for a particular charitable cause or organization in your estate ... Estate Planning

Date: 06/03/2014 Category: Estate Planning
Cohabitating Couples: Why Some Choose Not To Marry Later In Life
For many, the decision to remain single is a matter of money. A partner who remarries stands to lose alimony, Social Security ... Estate Planning

Date: 06/02/2014 Category: Estate Planning
Have You Appointed Guardians For Your Minor Children?
Being a parent is full of surprises and requires constant judgment calls and adaptation. Try as you might to cover all the ... Estate Planning

Date: 05/31/2014 Category: Estate Planning
Kids – What If You Don’t Get The Inheritance You Were Expecting?
If you are expecting an outright inheritance, you may need to think again. Expecting a sizeable inheritance? A recent Forbes ... Estate Planning

Date: 05/25/2014 Category: Trust & Estate Administration

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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.

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.