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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Answers To The Common Questions We're Now Getting From Clients - April 2020 Newsletter We recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot of follow-up questions. We figured that it might be helpful for us to answer them for everyone else who might have had the same question, but perhaps didn't raise their hand. If you have any other questions that we may not have answered here, we want you to know that we are happy to hear from you.

Category: Newsletters
What's Really "Fair"? - March 2020 Newsletter When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What's Really "Fair"?

Category: Newsletters
New "SECURE" Act Makes Your IRAs Less Secure! - February 2020 Newsletter *IRA OWNERS BEWARE* New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouses') exceed $200,000, you must read on.

Category: Newsletters
It's Time for a New Year's Resolution That You'll Actually Keep! - January 2020 Newsletter It's Time for a New Year's Resolution That You'll Actually Keep!

Category: Newsletters
Some Fun Family Activities For The Holidays - December 2019 Newsletter Today it seems all the rage to seek out your “roots” and it’s easier to do than ever thanks to modern technology. This can be a fun family activity, too!

Category: Newsletters
We Goofed! - November 2019 Newsletter You may have missed out on some very important information - - and it’s our fault!

Category: Newsletters
This Simple Tool May Change The Quality of Your Life (or of Someone You Know) - October 2019 Newsletter This Simple Tool May Change The Quality of Your Life (or of Someone You Know) by Philip J. Kavesh, Attorney We, our parents and other loved ones are living longer, but does that assure we are living better?

Category: Newsletters
TIPS FOR CHOOSING A SENIOR LIVING COMMUNITY - September 2019 Newsletter TIPS FOR CHOOSING A SENIOR LIVING COMMUNITY Contributed by Belmont Village Senior Living Choosing a Senior Living community is a big step that many wait until after a life altering event has occurred to make, but that’s not the best time to start looking. Research shows an active lifestyle, with regular physical and mental exercise, social interaction, and the right diet, are essential to good health. The best choice will offer those options, and will also be able to accommodate any changes that occur down the road.

Category: Newsletters
Tips for Choosing a Senior Living Community by Belmont Village Tips for Choosing a Senior Living Community

Category: General
Summertime and the Living Was Easy Summertime and the Living Was Easy by Attorney Phil Kavesh One of a series of personal reflections upon growing up in small town America in the 60’s

Category: General
Summertime and The Living Was Easy - August 2019 Newsletter Summertime and The Living Was Easy by Philip J. Kavesh, Attorney One of a series of personal reflections upon growing up in small town America in the 60’s. It was June of 1964, a wonderful time in rural South Jersey. (Or, at least, that’s the way my selective or “embellished” memory recalls it now.) I was riding high, just having served as 6th grade class and elementary school president (a largely ceremonial position, forcing me to lead flag salutes and kick off the annual school party by dancing with a girl, yuk!).

Category: Newsletters
Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? - July 2019 Newsletter Child Off to College Soon? Is He or She Properly Protected In Case of Accident or Illness? by Philip J. Kavesh, Attorney If you have a child (or grandchild) over age 18 and heading to college, read on… Health Insurance Coverage Alone Isn’t Enough! Your child may be covered by your (or a parent’s) medical or health insurance plan, but that young adult also needs some basic estate planning documents. You may be thinking, “Wait a minute! Estate planning is only for older people with substantial assets. Why would a kid need an estate plan?”

Category: Newsletters

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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 Wilson

Jane has been working with us for a few years, and we appreciate her clarity of communicating legal matters to a lay person. Dan Lampkins

Jane Lee provided important specific information for my 3-year Free Trust Review! I feel confident that my trust is up-to-date and appreciate Jane’s knowledge and personable guidance. Thank you! G. Kaneshiro

I have complete confidence in attorney Peter Keon and the firm's ability to handle my estate planning needs. Chris Delmastro

They helped me put my Dad's estate in order, after his death. I recommend them for trust and estate planning. Jess Caldejon

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.