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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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
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.

Category: General
The Questions You Should Ask When Choosing Your Estate Planner Use this list of questions to help you find a suitable estate planner to protect your assets and provide for your family after you are gone.

Category: Estate Planning
Estate Planning Resources for Professional Advisors Our estate planning firm works closely with financial advisors and professionals to bring you the most comprehensive estate plan possible.

Category: General
A Look Back at Our Company History on Our 30th Anniversary Phil Kavesh, the founder of The Law Firm of Kavesh, Minor & Otis, looks at how far we've come in honor of our 30th anniversary.

Category: General

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

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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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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.
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