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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October 2022 Estate Planning Newsletter
Here is our October 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
How Inflation May Impact Estate Planning
Today’s inflation rates are at record highs. If you have an estate plan, you need to consider how inflation could impact your legacy. Our CA attorneys explain.

Category: Estate Planning
How U.S. Citizens Abroad Can Benefit From Estate Planning
Most expatriates are familiar with the necessity of reporting foreign income to the IRS, but few protect their estates from taxation. Our CA attorneys explain.

Category: Estate Planning
California Estate Planning During a Recession or Crisis
A comprehensive estate plan allows you to minimize existing risk while pre-empting future threats to your assets. Our CA attorneys explain.

Category: Estate Planning
Using a Video Will in Your California Estate Plan
While some states accept videotaped wills as legally binding, California only recognizes written wills as valid estate planning documents. Our attorneys explain

Category: Estate Planning
August 2022 Estate Planning Newsletter
Here is our August 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
Including Cryptocurrency in Your California Estate Plan
Cryptocurrency is both a potentially valuable and highly volatile investment that demands a modern, professionally made estate plan. Our CA attorneys explain.

Category: Estate Planning
The Uses and Disadvantages of California Codicils
A codicil might seem like a simple way to alter an existing estate plan. However, codicils can cause more problems than they solve. Our CA attorneys explain.

Category: Estate Planning
July 2022 Estate Planning Newsletter
Here is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters
Leaving Gifts to Grandchildren in California
Grandparents often try to help their grandchildren by naming them as beneficiaries in a will. Our lawyers explain why that can cause problems.

Category: Estate Planning
The Benefits of California SLATs
A SLAT uses estate law and federal gift exemptions to provide a spouse with life-long access to trust assets. Our California estate attorneys explain.

Category: Estate Planning
June 2022 Estate Planning Newsletter
Here is our February 2022 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.

Category: Newsletters

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing a Living Trust inspires confidence. We appreciate their regular update seminars and the offer of a free evaluation of our estate plan every 3 years. Elaine B.

Their seminar is a great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend it for anyone who is thinking about creating or reviewing their trust. Shaune K.

After the passing of both my parents, my father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust seminar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or has a living trust that may need updating. Tracy W.

My experience was great. I attended a seminar and later I met Peter Keon and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

Kavesh, Minor & Otis were referred to me by a coworker. I went to one of their workshops on living trust and estate planning, and I learned a lot. Peter Keon was incredibly knowledgeable and professional as he guided me through the process. I strongly urge others to work with the Law Office of Kavesh, Minor & Otis for their estate planning and to create a living trust. Maria C.

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When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.
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.