This Simple Tool May Change The Quality of Your Life (or of Someone You Know) By Attorney, Philip Kavesh

We, our parents and other loved ones are living longer, but does that assure we are living better?

I recently came across a great tool that can assist you or seniors you know in:

Keeping mentally sharp and even earning some additional income during your retirement
Staying connected with your family and friends
Allowing you to get where you want and what you want without having to drive
Getting a helping hand with maintaining your home
Monitoring your health and managing your meds and medical help

This tool doesn’t cost a thing. It’s a publication written by MIT AgeLab and offered for free by Hartford Friends. It’s called “The Apps, Sites and Devices Changing the Way We Age.”

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If you don’t think you or seniors you know will be up to using modern technology, think again. I’ve done informal surveys at our Living Trust Seminars, asking how many people are on the internet and use e-mail, and here’s what I’ve found. Just 5 years ago, fewer than 15% of my audiences raised their hands to indicate they used modern technology - - and today it’s consistently 100%!

You can download this valuable booklet at www.hartfordfunds.com.

You’ll be glad you did.

And, please, go ahead and forward this newsletter to anyone else that may also benefit from this booklet!

Are You Making Any of These Retirement Planning Mistakes?

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Do You Need to Speak With an Estate Planning Attorney?

If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and choose to proceed with us. Our estate planning law firm proudly serves clients throughout California from our main office in Torrance, as well as those in Redondo Beach, Manhattan Beach, Hermosa Beach, Segundo, San Pedro, and Rancho Palos Verdes.

Philip J. Kavesh

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

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

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar 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. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. 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 W.

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

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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 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.
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