Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.
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Responsibilities of a Guardian Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian. -
Understanding the Difference Between a Will and Living Trust Wills and living trusts may seem like similar documents, but each has different functions. Here, learn more about both documents as part of a well-planned estate. -
How to Protect Your Future During a Divorce Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce. -
Estate Planning for New Parents New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust. -
January 2021 Newsletter - You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment -
December 2020 Newsletter | Safe Holiday Tips, Scams to Watch Out For and More! Phil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic. -
October 2020 Newsletter | Remembering Roger Phil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life. -
Modifying a Living Trust for Your Estate Plan Whenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust. -
Benefits of an Estate Plan Based on a Living Trust A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime. -
Los Angeles County & Orange County Trust Modification The Law Firm of Kavesh, Minor & Otis, Inc., can help you modify or reform a trust. Let us ensure your trust is effective and in line with your wishes. -
How to Choose Your Estate Planner Use this list of questions to help you find a suitable estate planner to protect your assets and provide for your family after you are gone. -
Resources for Professional Advisors Our estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible. -
A Brief Look at Our Company History Phil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary. -
Los Angeles Living Trusts Attorney | Revocable Living Trust The Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805. -
Fending Off False Claims Against an Estate Someone may not be related to the deceased. However, that doesn't always stop an expense to the estate. Learn how an attorney can help protect your interests. -
The Importance of Estate Planning The Law Firm of Kavesh, Minor & Otis, Inc., will educate you on the basics of estate planning. Learn why everyone, regardless of income or assets, needs a plan. -
Los Angeles County & Orange County Financial Planning Attorney Our legal team can help you craft a financial plan to ensure that you are maximizing your assets during your lifetime while reaching your estate planning goals. -
Services for Trustees and Beneficiaries in Torrance, CA The Law Firm of Kavesh, Minor & Otis, Inc., of Southern California offers a full range of services for trustees and beneficiaries upon your death or incapacity. -
Los Angeles Post-Death Planning Attorney The Law Firm of Kavesh, Minor & Otis, Inc., can help you navigate probate law after a death. Sign up for a seminar: 866-402-1805. -
Options for High-Asset Estate Planning The Law Firm of Kavesh, Minor & Otis, Inc., works with complicated and high-asset estates. We offer a variety of options to meet your unique needs. -
Tax Breaks Can Help With Elder Care Expenses As life expectancy grows, so does the expense for elders. Tax breaks can help, but planning ahead is essential. -
Estate Planning for a Blended Family, Los Angeles County When you've remarried or your spouse has children from a previous marriage, estate planning needs to be done carefully to leave assets to the correct people. -
Los Angeles County Orange County Medi-Cal Planning Attorney The Law Firm of Kavesh, Minor & Otis, Inc., can help you understand how to use Medicaid and Medi-Cal benefits to pay for long-term care. -
Los Angeles County & Orange County Disability Planning Attorney The Law Firm of Kavesh, Minor & Otis, Inc., helps our clients plan for disability needs and pre-death planning in the event of a terminal illness. -
Los Angeles County & Orange County Asset Protection Attorney The Law Firm of Kavesh, Minor & Otis, Inc., can help you protect your assets from creditors, lawsuits, and divorce. -
Planning For Minor Children | Inheritance Planning The Law Firm of Kavesh, Minor & Otis, Inc., will help you make a plan for your children in case of the loss of their parents. Call: 866-402-1805. -
Los Angeles Tax Planning Attorney | Income Tax Planning The Law Firm of Kavesh, Minor & Otis, Inc., will help you navigate tax law when planning for your estate. Sign up for a seminar: 866-402-1805. -
Resources for Our Clients Here, we share additional resources from The Law Firm of Kavesh, Minor & Otis, Inc. Learn about estate planning, trust administration, and probate. -
Estate Tax Planning for California Residents Our California estate planning law firm can help maximize your federal estate tax exemptions and pass the majority of your assets to your heirs. -
Income Tax Planning for California Residents Our Southern California estate planning law firm can find the right techniques to reduce taxable income for individuals, families, and businesses. -
September 2020 Newsletter - The (Best) Toughest Decision I Ever Had to Make At the time that my Dad passed away suddenly from a heart attack, about eleven years ago, my parents had already moved their long-time residency from South Jersey to South Florida. They enjoyed a small condo near Miami Beach that overlooked a river with boats passing by their balcony all day long, which was within walking distance to stores and a beautiful beach. A wonderful, well-deserved retirement place. My Mom was 85 years old when my Dad passed away and was in perfectly good health. She didn’t take any medications and was physically active, doing all of the cooking, shopping, and cleaning pretty much on her own, as she had always done. She still drove her car, paid all of the household bills, and kept her checkbook meticulously balanced to the penny! But Something Seemed to Be Wrong... (Continue Reading) -
August 2020 Newsletter - IRA Owner Beware: Important Deadline Coming August 31st If you (or your parents) have an IRA, read on.Planning Opportunity #1:If You Already Took Some Required Minimum Distributions in 2020,You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in2019 or earlier, the rule has been you must withdraw from your IRA the Required Minimum Distributions (“RMDs”) in 2020. These withdrawals are typically taxable at your highest bracket rate... -
July 2020 Newsletter - Guess What May Be Coming Back! The government may be trying to get their hands into your and your loved ones’ pockets again - - and in a VERY BIG way! I’m not going to predict which political party will win the November election and control the Presidency, Senate, and House. But I do need to let you know what may happen if Democrats wind up winning all three, which appears more and more likely according to the polls. (I’m not taking a political stand here, just stating facts, so please don’t shoot the messenger!) -
June 2020 Newsletter - Our Fondest Memories of Dad! As we approach the celebration of Father’s Day, our firm’s members each take a moment to reflect upon our fondest memories of Dad. -
May 2020 Newsletter - Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think) Once a child (or grandchild) reaches age 18, in California and many other states he or she is considered an “adult” (at least for legal purposes). However, that young adult may still depend on his or her parents for financial support or for help in making important financial and health care decisions. Unfortunately, if a Young Adult Suffers a Major Accident or Becomes Seriously Ill, What Happens Then? -
April 2020 Newsletter - Answers To The Common Questions We're Now Getting From Clients We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot of follow-up questions. We figured that it might be helpful for us to answer them for everyone else who might have had the same question, but perhaps didn't raise their hand. If you have any other questions that we may not have answered here, we want you to know that we are happy to hear from you. -
March 2020 Newsletter - What's Really "Fair"? When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What's Really "Fair"? -
February 2020 Newsletter - New "SECURE" Act Makes Your IRAs Less Secure! *IRA OWNERS BEWARE* New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouses') exceed $200,000, you must read on. -
January 2020 Newsletter - It's Time for a New Year's Resolution That You'll Actually Keep! It's Time for a New Year's Resolution That You'll Actually Keep! -
February 2016 Newsletter In our February 2016 newsletter, Philip Kavesh shares his Valentine's Day memories and provides estate planning tips for women. -
January 2016 Newsletter In our January 2016 newsletter, we discuss how to head off squabbles among heirs with a properly prepared estate plan. -
December 2015 Newsletter In our December 2015 newsletter, attorney Philip Kavesh shares his holiday memories and explains why estate planning is necessary regardless of your income. -
November 2015 Newsletter In our November 2015 newsletter, we share Thanksgiving reflections and explain what you need to know about living trusts for your estate plan. -
October 2015 Newsletter In our October 2015 newsletter, we discuss how to protect yourself from financial scams and what you can do to prepare for aging in place. -
August 2015 Newsletter In our August 2015 estate planning newsletter, we discuss what seniors should know about the difference between Medicare and Medicaid. -
May 2015 Newsletter In our May 2015 newsletter, we discuss how long-term care expenses should factor into your retirement and estate planning. -
January 2015 Newsletter In our January 2015 newsletter, Philip Kavesh shares winter childhood memories and we explain why getting your estate plan in order is a good resolution. -
October 2014 Newsletter In our October 2014 newsletter, we share our favorite Thanksgiving memories and offer advice on how you can avoid common estate planning mistakes. -
September 2014 Newsletter In our September 2014 newsletter, we discuss preventing costly IRA mistakes, what to do when a loved one passes away, and how estate planning avoids probate. -
August 2014 Newsletter In our August 2014 newsletter, we share estate planning advice as well as cooking tips from one of our attorneys. -
July 2014 Newsletter Attorney Jane Lee shares memories of her pet dog Yoda and offers tips on finding respite care for your aging parents in our July 2014 newsletter. -
June 2014 Newsletter In our June 2014 newsletter, we share tips for going on an affordable cruise, buying a vacation home, and creating a legacy letter. -
April 2014 Newsletter In our April 2014 newsletter, we discuss long-term care planning and the signs of elder abuse. Philip Kavesh also shares highlights from a recent vacation. -
March 2014 Newsletter In our March 2014 newsletter, we discuss investment markets, business succession plans, and the value of spending time with your family. -
February 2014 Newsletter In our February 2014 newsletter, we discuss what you can learn from the estate planning mistakes of the rich and famous. -
November 2013 Newsletter In our November 2013 newsletter, we discuss business survival threats and buy-sell funding as well as a message from one of our attorneys. -
October 2013 Newsletter Our October 2013 newsletter celebrates our firm's 32nd birthday while discussing family limited partnerships and asset protection strategies. -
September 2013 Newsletter In our September 2013 newsletter, we discuss what you should do if you get a suspicious phone call seeking information about your estate plan. -
August 2013 Newsletter Attorney Michael Patinelli discusses his wine making hobby in our August 2013 newsletter, then offers tips on estate planning for couples. -
July 2013 Newsletter In our July 2013 newsletter, we share some fun facts about our nation's history and provide estate planning advice for married couples. -
June 2013 Newsletter Get estate planning tips and learn about the team at The Law Firm of Kavesh, Minor & Otis, Inc., in our June 2013 newsletter.
