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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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
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
The Most Complete Living Trust Package
The Law Firm of Kavesh, Minor & Otis, Inc., can help you establish or modify a living trust. Sign up for a seminar: 866-402-1805.

Category: Estate Planning
Fending Off False Claims Against an Estate: Inheritance Disputes From Beyond the Grave
Someone may not be related to the deceased. However, that doesn't always stop an expense to the estate. Learn how an attorney can help protect your interests.

Category: Estate Planning
Understanding Why Estate Planning Is So Important
The Law Firm of Kavesh, Minor & Otis, Inc., will educate you on the basics of estate planning. Learn why everyone, regardless of income or assets, needs a plan.

Category: Estate Planning
Let Our Team Help You Protect Your Retirement and Limit Your Tax Burden
Our legal team can help you craft a financial plan to ensure that you are maximizing your assets during your lifetime while reaching your estate planning goals.

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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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.