My husband and I had a very positive experience with Peter Keon of the Kavesh, Minor, & Otis Law Firm. We met with Peter to update our Family Trust and he skillfully addressed many concerns to resolve family issues. Peter is professional, devoted to his work, and always available to answer any questions. We highly recommend Peter to take care of you and your Family Trust.
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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How a Waiver of Spousal Rights Can Help Protect an Estate From UncertaintyCalifornia law presumes that most spouses are entitled to a share of their partner’s estate. A waiver of rights could help families better protect their rights.
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May 2023 Estate Planning NewsletterHere is our May 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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California’s Latest Law on Supported Decision-MakingSupported decision-making provides CA adults with disabilities an opportunity to retain their independence while receiving support from friends and family.
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Estate Planning if You Have Rental or Investment PropertiesRental and investment properties could provide the foundations of a robust legacy, but they demand additional attention in estate planning.
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April 2023 Estate Planning NewsletterHere is our April 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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Why Disinheritance Is Rarely SimpleWhile California’s Probate Code affords adults the right to make estate decisions, disinheritance must always be enacted with an eye toward caution.
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Trusts Are Only Effective if They’re FundedA revocable living trust could help protect your assets from probate, but a trust is only effective when it is funded. Our California attorneys explain.
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March 2023 Estate Planning NewsletterHere is our March 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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Why Millennials Can’t Afford to Overlook Their Estate PlansA comprehensive estate plan can help millennials make critical decisions about their own health, wealth, and mental well-being. Our CA lawyers explain.
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February 2023 Estate Planning NewsletterHere is our February 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.
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How a Small Estate Affidavit Could Relieve the Rigors of Formal ProbateWhile a small estate affidavit could negate the need for formal probate in its entirety, not every California estate will qualify for an informal succession.
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January 2023 Estate Planning NewsletterHere is our January 2023 Estate Planning Newsletter. Click here to learn more about our California Estate Planning Law Firm.