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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Setting Up a Living Trust-Centered Estate PlanA California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.
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The Most Complete Living Trust PackageThe Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805.
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Living Trust Services for Trustees and BeneficiariesThe 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.
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Post-Death Administration ServicesThe Law Firm of Kavesh provides expert post-death planning services, covering probate, trusts, estate tax returns & smooth asset distribution for loved ones
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Advanced Level Planning Options for Larger or More Complex EstatesThe 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.
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Estate Planning, Trust Administration, and Probate ResourcesHere, we share additional resources from The Law Firm of Kavesh, Minor & Otis, Inc. Learn about estate planning, trust administration, and probate.
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The (Best) Toughest Decision I Ever Had to Make - September 2020 NewsletterAt 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)
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IRA Owner Beware: Important Deadline Coming August 31st - August 2020 NewsletterIf 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...
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Guess What May Be Coming Back! - July 2020 NewsletterThe 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!)
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Our Fondest Memories of Dad! - June 2020 NewsletterAs we approach the celebration of Father’s Day, our firm’s members each take a moment to reflect upon our fondest memories of Dad.
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Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think) - May 2020 NewsletterOnce 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?
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Answers To The Common Questions We're Now Getting From Clients - April 2020 NewsletterWe 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.
