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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April 2024 Newsletter
Here is our April 2024 Newsletter! Phil Kavesh discusses beneficiary designations, tips for spring cleaning, and more!

Category: Newsletters
March 2024 Newsletter
Here is our March 2024 Newsletter! Phil Kavesh discusses the ten biggest mistakes people make in regards to estate planning and how to avoid them.

Category: Newsletters
How Directed Trusts Help California Families Preserve and Protect Complex Interests
The recent enactment of CA’s Uniform Directed Trust Act provides for the formation of directed trusts, letting families exert more control over complex assets.

Category: Estate Planning
February 2024 Newsletter
Here is our February 2024 Newsletter! Phil Kavesh discusses new updates to estate and gift tax law. Click here to learn more.

Category: Newsletters
January 2024 Estate Planning Newsletter
Check out our January 2024 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.

Category: Newsletters
The Advantages and Limitations of Totten Trust Accounts
Totten trusts make it easy to transfer cash accounts outside of probate; however, they suffer from significant disadvantages. Our CA attorney explains.

Category: Estate Planning
529 Plans: Take Advantage of Secure 2.0 Changes
The recent passage of the Secure 2.0 Act makes it easier than ever for 529 plan savers to roll unused funds into a Roth individual retirement account.

Category: Estate Planning
December 2023 Estate Planning Newsletter
Check out our December 2023 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.

Category: Newsletters
Four Reasons to Avoid AI Estate Planning Tools
Artificial intelligence programs could help you write a will for free, but the risks of relying on imperfect technology could outweigh the rewards.

Category: Estate Planning
What Women Need to Know About Estate Planning
Estate planning is a matter of practical necessity for married women and young professionals to protect their assets and preserve their independence.

Category: Estate Planning
November 2023 Estate Planning Newsletter
Check out our November 2023 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.

Category: Newsletters
Protecting Your Family’s Financial Future From Uncertainty
Making an estate plan is often the only way for California veterans to ensure that their families and their finances remain safe from the threat of intestacy.

Category: Estate Planning

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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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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.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.