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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October 18-24, 2021 National Estate Planning Awareness Week In 2008, Congress recognized the importance of estate planning and designated the third week of October as National Estate Planning Awareness Week.

Date: 09/17/2021 Category: General
My “Summer School” Education Not all of your legacies can be passed down through an estate plan. Here's Philip Kavesh sharing his personal story about learning some of life's lessons.

Date: 07/28/2021 Category: General
Father Becomes Grandfather Attorney Phil Kavesh shares the precious changes going from father to grandfather, something many fathers go through. Estate Planning Torrance, California.

Date: 05/25/2021 Category: General
It’s Time For… Attorney Peter Keon discusses yet another trip to watch MLB Spring Training.

Date: 03/30/2021 Category: General
URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - Here are some frequently asked questions about Prop 19. California voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment.

Date: 12/22/2020 Category: General
Safe Holiday Tips During a Pandemic Looking for some tips on how you can enjoy the holidays with friends and family during the COVID-19 pandemic? Here's some tips on how to have a safe holiday!

Date: 11/27/2020 Category: General
Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them) Beware of these latest scams and find out some of the best tips to avoid becoming the next victim of fraud.

Date: 11/16/2020 Category: General
Lots to Be Thankful for in 2020 Lots to Be Thankful for in 2020 - November 2020 Newsletter 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest.

Date: 11/01/2020 Category: General
What In The World Is Happening? We have invited Harvard educated economist, Dryden Pence - - who regularly on TV at Fox Business News, CNBC, and Bloomberg ... COVID-19

Date: 04/23/2020 Category: General
Beware of COVID-19 Scams The stories of scams happening to people, particularly to seniors, is certainly not new. However, amidst this coronavirus ... Elder Abuse

Date: 04/15/2020 Category: General
The IRS Has Extended Deadlines in Continued COVID-19 Relief In an effort to help taxpayers amidst the COVID-19 crisis, the Department of Treasury and the Internal Revenue Service ... Taxes

Date: 04/14/2020 Category: General
Five Frequently Asked Questions about Memory Loss Contributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care

Date: 02/25/2020 Category: General

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I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy Wilson

Jane has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person. Dan Lampkins

Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you! G. Kaneshiro

I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs. Chris Delmastro

They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon

When You Want the Very 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 three 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 your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
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.