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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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
December 2015 Estate Planning Newsletter: “I Enjoyed Everyone Else’s Christmas” In our December 2015 newsletter, attorney Philip Kavesh shares his holiday memories and explains why estate planning is necessary regardless of your income.

Category: Newsletters
November 2015 Estate Planning Newsletter: A Truly American Thanksgiving Feast! In our November 2015 newsletter, we share Thanksgiving reflections and explain what you need to know about living trusts for your estate plan.

Category: Newsletters
October 2015 Estate Planning Newsletter: New Scam Alert! 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.

Category: Newsletters
August 2015 Estate Planning Newsletter: Medicare, Medicaid and More In our August 2015 estate planning newsletter, we discuss what seniors should know about the difference between Medicare and Medicaid.

Category: Newsletters
May 2015 Estate Planning Newsletter: Family Connections In Unexpected Places In our May 2015 newsletter, we discuss how long-term care expenses should factor into your retirement and estate planning.

Category: Newsletters
January 2015 Estate Planning Newsletter: “Thank You, January!” 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.

Category: Newsletters
October 2014 Estate Planning Newsletter: A Few Thanksgiving Thoughts In our October 2014 newsletter, we share our favorite Thanksgiving memories and offer advice on how you can avoid common estate planning mistakes.

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.

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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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