Our Estate Planning and Probate Article Library

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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Should You Worry About Estate Taxes Any More? - April 2018 Newsletter Most people believe that estate taxes are now gone and there's simply no need to do any special planning beyond the Living Trust. Wrong!

Category: Newsletters
My Super Odyssey - March 2018 Newsletter Phil takes us on a journey from his childhood to experiencing the 2018 Super Bowl!

Category: Newsletters
Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That? by Ken Coughlin - February 2018 Newsletter The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others.

Category: Newsletters
How Will the New Tax Reform Impact You? - January 2018 Newsletter You've probably heard about the massive new Tax Reform Bill, but how do you make sense out of its 429 pages of legal mumbo jumbo? And can you trust what the media is saying about it? If you already pay more than $20,000 a year in both federal and state income taxes, you need to know the following...

Category: Newsletters
Our Family Holiday Traditions by The Staff of Kavesh, Minor & Otis - December 2017 Newsletter At this wonderful time of the year, we of course wish you and your family the happiest of holidays -- and also thought it would be nice to share how some of our own families celebrate these special days. (Maybe you'll even get some good ideas!)

Category: Newsletters
Have You Named The Wrong Successor Trustee? - August 2017 Newsletter Most estate plans properly focus on distributing your hard earned assets to the right people and at the right time, while minimizing court interference and taxes. However, not enough estate plans thoroughly consider the choice of successor Trustee, who will act someday when you can't.

Category: Newsletters
ADD MORE PROTECTION TO YOUR LIVING TRUST PLAN - July 2017 Newsletter If we created your Living Trust plan after September 2002, or you updated it with us since then, you likely have a very special protective feature for your loved ones known as the "Personal Asset Trust SM" (or "PAT").

Category: Newsletters
Costly IRA Mistakes You Want to Avoid - June 2017 Newsletter The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff. However, this month we feel compelled to address a more serious issue, one that we see adversely affecting our clients and their loved ones on almost a daily basis - - costly IRA mistakes.

Category: Newsletters
Blended Family Basics - March 2017 Newsletter Times have changed. In the new millennium, blended families now outnumber traditional nuclear families. In fact, one of three Americans is now a stepparent, a stepchild, a step-sibling, or some other member of a blended family*. And the number is likely to grow, based on current statistics and trends.

Category: Newsletters
A Funny Thing Happened on the Way To... (Some of My Craziest Seminar Stories from Over the Years) - February 2017 Newsletter You may already know that one of my favorite things in life is presenting educational seminars on estate planning. What you may not know - - and I've been asked to share with you here - - are some of the unusual occurrences I've experienced in doing over 2,500 seminars over the past 30 plus years.

Category: Newsletters
February 2016 Estate Planning Newsletter: My Valentine's Day Trauma In our February 2016 newsletter, Philip Kavesh shares his Valentine's Day memories and provides estate planning tips for women.

Category: Newsletters
January 2016 Estate Planning Newsletter: Head Off Squabbles Among Your Heirs In our January 2016 newsletter, we discuss how to head off squabbles among heirs with a properly prepared estate plan.

Category: Newsletters

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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.
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