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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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
Estate Planning in Your 60s: It’s Never Too Late to Get Started
It’s never too late to start estate planning, but adults in their 60s and 70s have to be more proactive than those who are younger. Our CA attorney explains.

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

Category: Newsletters
Estate Planning in Your 30s: It’s Not Too Early
While estate planning is rarely even a consideration for young adults, even a rudimentary plan can help families protect themselves from life’s uncertainties.

Category: Estate Planning
Estate Planning for Military Families
Military estate plans do not always differ in detail from those of their civilian counterparts, but they must often accommodate urgent concerns.

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 a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar 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. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.