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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We Can Assist With Disability and Pre-Death Planning Needs So You Have Your Affairs in Order The Law Firm of Kavesh, Minor & Otis, Inc., helps our clients plan for disability needs and pre-death planning in the event of a terminal illness. -
Let Us Help You Protect Your Assets From Lawsuits, Creditors, and Divorce The Law Firm of Kavesh, Minor & Otis, Inc., can help you protect your assets from creditors, lawsuits, and divorce. -
Estate Planning To Protect Your Minor Children The Law Firm of Kavesh, Minor & Otis, Inc., will help you make a plan for your children in case of the loss of their parents. Call: 866-402-1805. -
Tax Planning The Law Firm of Kavesh, Minor & Otis, Inc., will help you navigate tax law when planning for your estate. Sign up for a seminar: 866-402-1805. -
Estate Planning, Trust Administration, and Probate Resources Here, we share additional resources from The Law Firm of Kavesh, Minor & Otis, Inc. Learn about estate planning, trust administration, and probate. -
Our Estate Tax Planning Services Benefit You and Your Heirs Our California estate planning law firm can help maximize your federal estate tax exemptions and pass the majority of your assets to your heirs. -
Income Tax Planning Is a Key Part of Protecting Your Family’s Future Our Southern California estate planning law firm can find the right techniques to reduce taxable income for individuals, families, and businesses. -
The (Best) Toughest Decision I Ever Had to Make - September 2020 Newsletter At 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) -
IRA Owner Beware: Important Deadline Coming August 31st - August 2020 Newsletter If 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... -
Guess What May Be Coming Back! - July 2020 Newsletter The 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!) -
Our Fondest Memories of Dad! - June 2020 Newsletter As we approach the celebration of Father’s Day, our firm’s members each take a moment to reflect upon our fondest memories of Dad. -
Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think) - May 2020 Newsletter Once 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?
