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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Retirement Planning: How Long Do You Expect To Live?
While my mother never ran a retirement calculator or created a formal retirement plan, she incorporated her individual ... Asset Protection

Date: 04/10/2014 Category: Estate Planning
Don’t Fight Over the Estate! Five Tips from Canada
According to a report from BMO Wealth Institute, Canadians list conflict (54%), unpleasant surprises (37%) and financial or ... Estate Planning

Date: 04/09/2014 Category: Estate Planning
Safeguard Your Business With A Financial Power Of Attorney
Whoever you name as your financial power of attorney makes all of your financial decisions. By specifically picking someone ... Business

Date: 04/06/2014 Category: Estate Planning
Are You A Social Security Know-It-All?
Think you know enough about Social Security to make the best decision about when to claim your benefits? The catch is, when ... Elder Law

Date: 04/04/2014 Category: Estate Planning
Elder Financial Exploitation Is On The Rise
A federal consumer activist, along with a professor of elder law and representatives from organizations like the State ... Asset Protection

Date: 04/04/2014 Category: Estate Planning
Sibling Rivalries With Finances
Several experts said that the ways that families handle these situations depends on multiple factors, such as what caused the ... Estate Tax

Date: 04/03/2014 Category: Estate Planning
Get The Facts On The Alternative Minimum Tax (AMT)
Although the AMT's original intent was to ensure the wealthiest earners paid some tax, it now ensnares a large number of ... Taxes

Date: 04/02/2014 Category: Estate Planning
The Magic Of The Dynasty Trust
While dynasty trusts may at first glance seem complex, they are an excellent mechanism to create structure around the family ... Estate Planning

Date: 04/01/2014 Category: Estate Planning
Fraud Target: The Elderly
There are various reasons why our elders are such easy prey for these thieves. People taking advantage of other people is ... Elder Law

Date: 03/30/2014 Category: General
Inexpensive Places For Relocation Or Retirement
To find the Most Affordable cities, we started with America's 100 largest Metropolitan Statistical Areas (MSAs) and ... Estate Planning

Date: 03/29/2014 Category: Estate Planning
What’s The Holdup? Get Your Elder Law Estate Plan Now
When is the right time to create an elder law estate plan? Even though you may not want to be troubled with serious issues ... Elder Law

Date: 03/28/2014 Category: Estate Planning
Retirement Planning: Take The Home Off The Table
Future generations of homeowners should remember the frustrations and family struggles that were caused by the housing bubble ... Asset Protection

Date: 03/15/2014 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.

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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.