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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Will Or Trust Or Both?
Either a will or a trust may be appropriate for your estate depending on your circumstances and neither is best for all ... Estate Planning

Date: 03/14/2014 Category: Estate Planning
Should You Have A Living Trust?
The most common and basic estate planning vehicles are wills and living trusts. Everybody should have a will or a living ... Estate Planning

Date: 03/14/2014 Category: Estate Planning
Estate Tax Vs. Inheritance Tax
"An estate tax is primarily based on the total value of a decedent's estate compared to the state's estate tax exemption ... Estate Tax

Date: 03/13/2014 Category: Estate Planning | General
Time To Set Your Clocks, Change Your Oil and … Update Beneficiaries?
Plan to review your beneficiary designations on a regular schedule, ideally as part of an annual review of your finances. ... Asset Protection

Date: 03/12/2014 Category: Estate Planning
Mindful Estate Planning By Fast And Furious Star
Recently, Paul Walker's father filed to open the estate, including Walker's Last Will and Testament.. It sheds some ... Estate Planning

Date: 03/11/2014 Category: Estate Planning
Helpful Habits To Build Your Nest Egg
Take advantage of these tips to grow your retirement nest egg this year. Are you saving for retirement? Whether you are or ... IRA

Date: 03/10/2014 Category: Estate Planning
Get Your Will In Order Now To Avoid Conflict Later
Avoid family conflicts over your estate. Learn how a clear, detailed will can protect your wishes and assets. Consult an expert estate planning attorney today!

Date: 03/09/2014 Category: Trust & Estate Administration
A Simple Strategy For Wealth Building
Seriously, if you just do this one thing right for an entire lifetime you will end up wealthy. It is literally that simple. ... Investing

Date: 03/08/2014 Category: Estate Planning
Estate Planning For All Of Life’s Chapters
When you really think of it, who is better equipped to serve your interests under such dire circumstances than you yourself? ... Estate Planning

Date: 03/07/2014 Category: Estate Planning
Going Back To Basis
Recent tax law changes are turning traditional estate planning on its head. Indeed, moves long considered savvy-for example, ... Estate Planning

Date: 02/28/2014 Category: Estate Planning
The Boomer Inheritance Boomerang
For heirs, the emotions that come with sudden wealth can be a mix of guilt, loss, anger, regret, relief and hurt, perhaps ... Estate Planning

Date: 02/27/2014 Category: Estate Planning
A Medicaid Primer 101
If you have elderly parents, don't wait to learn about Medicaid - sometimes referred to by a litany of other state names, ... Elder Law

Date: 02/26/2014 Category: Estate Planning

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Testimonial

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.