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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My Valentine's Day Trauma - February 2021 Newsletter A sweet personal story by our principal attorney, Philip Kavesh, about growing up in a small town.

Category: Newsletters
Being a Guardian Is a Big Job With Big Obligations Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian.

Category: Estate Planning
The Importance of Having a Will and a Living Trust Wills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.

Category: Estate Planning
Protecting Your Estate When You’re Getting a Divorce Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.

Category: Estate Planning
Planning Your Estate When You Have Children New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.

Category: Estate Planning
You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 Newsletter In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment

Category: Estate Planning | Newsletters | General
Safe Holiday Tips, Scams to Watch Out For and More! - December 2020 Newsletter Phil Kavesh gives you tips on how to safely celebrate the holidays with your family during a pandemic.

Category: Newsletters
Remembering Roger - October 2020 Newsletter Phil Kavesh reminiscences on his time with Rodger Minor and the impact he's had on his life.

Category: Newsletters
Lots to Be Thankful for in 2020 - November 2020 Newsletter Lots to Be Thankful for in 2020 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest. With all this tumultuous environment of 2020, as we near the Thanksgiving holiday, I find myself taking the time to stop and reflect on the many things that I am grateful for this year.

Category: Newsletters
How to Make Modifications to a Living Trust-Based Estate Plan Whenever there is a significant change in your life, you should review your estate plan to determine if you need to modify your living trust.

Category: Estate Planning
Setting Up a Living Trust-Centered Estate Plan A California living trust offers many benefits over a will-based estate plan, including the ability to control and gift assets during your lifetime.

Category: Estate Planning
Let Our Legal Team Help Modify or Reform Your Living Trust The Law Firm of Kavesh, Minor & Otis, Inc., can help you modify or reform a trust. Let us ensure your trust is effective and in line with your wishes.

Category: Estate Planning

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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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