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.

<1 2 3 4 5 6 7 8...14 >

Page 5
5 Reasons for Seniors to Celebrate in 2023
With the new year upon us, there are some silver linings—in particular for seniors. Here are five reasons for seniors to celebrate in 2023!

Date: 01/27/2023 Category: General
Barbara Walters Interviewed Me!
By Attorney Philip Kavesh. When I heard of the recent passing of internationally renowned journalist and TV celebrity, Barbara Walters, a stream of memories...

Date: 01/26/2023 Category: General
Would You Like to Downsize Your Home and Increase Your Retirement Income Without Paying Any Capital Gains Taxes?
If you ever wanted to sell your home, but felt like you couldn't because of capital gains taxes, then be sure to consider getting a Capital Gains Bypass Trust!

Date: 12/13/2022 Category: General
IRS: You Can Contribute More to Retirement Starting in 2023
Contact our Torrance Trust Lawyer with information about how you can now contribute more to your retirement plans in 2023!

Date: 12/12/2022 Category: General
Seniors and the Benefits of Downsizing
Trust Lawyer Palos Verdes. Click here to learn what you need to know when hiring a California Trust Lawyer.

Date: 11/21/2022 Category: General
The Law Firm's History & Milestones
Law Firm of Kavesh, Minor & Otis - Firm History and Milestones

Date: 09/22/2022 Category: General
My Personal Experience With an Aging Parent and Alzheimer’s
Torrance Probate Lawyer

Date: 08/29/2022 Category: General
Keep Your Emergency Contacts and Medical Information Updated for First Responders (and Don’t Forget, “What’s in Your Wallet?”)
Trust Attorney Torrance

Date: 07/25/2022 Category: General
Checklist for Detecting and Dealing with Elder Financial Abuse
Elder Abuse Torrance

Date: 06/29/2022 Category: General
Hot Fun in the Summertime
Trust Lawyer Torrance

Date: 06/29/2022 Category: General
Claiming Social Security Benefits at Age 70
Probate Attorney Torrance

Date: 05/10/2022 Category: General
Home Health Aid Costs See the Sharpest Increase in Annual Long-Term Care Survey
Long-Term Care Torrance California Estate Planning Attorney Phil Kavesh discusses the rising cost of home health care in California. Click here to learn more.

Date: 04/01/2022 Category: General

<1 2 3 4 5 6 7 8...14 >

left quotation mark

We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

right quotation mark

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.