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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News Headlines About Disasters Can Segue To “The Aging Talk”
Instead of flat out asking them to tell you about their personal information, it can work better to talk about emergency ... Elder Law

Date: 04/29/2014 Category: Estate Planning
Mickey Rooney Raises Awareness Of Elder Abuse Crimes
Rooney helped draw attention to the hidden and underreported crimes associated with elder abuse through his unique role as a ... Elder Law

Date: 04/25/2014 Category: General
Traditional IRA Or Roth IRA?
Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's ... Asset Protection

Date: 04/24/2014 Category: Estate Planning
Is The New Girlfriend A Gold Digger?
Should you be happy or suspicious of dad's new girlfriend Goldie? If Goldie is in similar circumstances-divorced or widowed, ... Estate Planning

Date: 04/22/2014 Category: Estate Planning
Don’t Hide Your Head In The Sand — Get Your Estate Plan In Order!
When you blog about personal finance for people over 50, every so often you need to write a scold post. This is one of those ... Estate Planning

Date: 04/21/2014 Category: Estate Planning
Secret Trusts For Secret Beneficiaries
A better alternative for the secret paramour or child is the Totten trust. Millions of bank accounts are actually Totten ... Estate Planning

Date: 04/20/2014 Category: Estate Planning
Baby On Board … With Insurance!
A federal rule requires insurance providers to cover children signed up within 30 days of birth retroactively to day one. ... Estate Planning

Date: 04/19/2014 Category: Estate Planning
Ease The Estate Planning Pain
We get it: Nobody wants to contemplate his or her own mortality. Estate planning is going to hurt, at least a little ... Estate Planning

Date: 04/18/2014 Category: Estate Planning
2014 Grads, Can You Still Prepay For College?
Advocates of prepaid tuition plans call them "peace of mind programs" and say they still offer that comfort ... But ... Asset Protection

Date: 04/17/2014 Category: Estate Planning
Top Estate Planning Mistake: Failing To Update Beneficiaries
"Beneficiary designations that are inconsistent with your will can wreak havoc on a well-structured estate plan," ... Estate Planning

Date: 04/16/2014 Category: Estate Planning
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

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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.