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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Clearing Out The Family Home Without A Brawl
Experts share tips for getting the job done and keeping the peace. Clearing out the family home? How do you keep the ... Inheritance

Date: 05/22/2014 Category: Estate Planning
Estate Planning Defense
Learn about the factors that can affect your estate plan, such as probate, joint ownership, and taxes. Protect your wealth with strategic estate planning.

Date: 05/21/2014 Category: Estate Planning
New Elder Abuse Law Passed In Kansas
The law is aimed at protecting people 70 and older who are victims of financial abuse. People convicted of large-scale abuse ... Elder Law

Date: 05/16/2014 Category: Estate Planning
Is A Reverse Mortgage Good Or Bad?
Federally insured reverse mortgages, issued under the Home Equity Conversion Mortgage program, are a way for homeowners 62 ... Asset Protection

Date: 05/15/2014 Category: Estate Planning
Caregiving Responsibilities Of Elderly Parents Rest On Women
There is no question that most of the burden falls on women for the physical and financial impacts of caregiving. As parents ... Estate Planning

Date: 05/14/2014 Category: Estate Planning
Retirees — Are Your Pet Expenses Manageable?
Warning: Don't let your pets crack your nest egg. "The topic of pet expense is rarely discussed," says Richard ... Asset Protection

Date: 05/13/2014 Category: General
What It Really Takes To Retire
The math gets complicated fast, because there are so many variables. How much to save depends on things like your future wage ... Asset Protection

Date: 05/12/2014 Category: Estate Planning
Be Prepared For Anything And Everything
Financial planners believe that one's financial affairs should be organized in such a way that if today is the day that your ... Estate Planning

Date: 05/09/2014 Category: Estate Planning
Estate Planning Must-Haves
Here are the four estate-planning documents everyone needs. Don't think you really need a will? Think again! Creating a will ... Estate Planning

Date: 05/08/2014 Category: Estate Planning
Estate Planning Fundamentals
Create an effective estate plan with these 10 essential rules. Avoid common mistakes, address key details, and stay prepared for legal and financial changes.

Date: 05/07/2014 Category: Estate Planning
Estate Planning Will Lift The Burden From Relatives
If you care about those who will handle things for you in case you become incapacitated, help them now. Do it if you have ... Estate Planning

Date: 05/02/2014 Category: Estate Planning
Cousin Biff Bullied You And Gets Your Money Too? It Could Happen!
The legal and estate planning industries don't like to discuss the fact that millions of wills, trusts and other end-of-life ... Estate Planning

Date: 04/30/2014 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.

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.