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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  • Tips for Choosing a Senior Living Community by Belmont Village Tips for Choosing a Senior Living Community
  • 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
  • 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!).
  • 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?”
  • New Legislation Will Have A Big Impact On IRA Planning! New Legislation Will Have A Big Impact On IRA Planning! By Philip Kavesh The U.S. House of Representatives has recently passed the “SECURE” Act and it’s expected to soon be approved by the Senate and signed into law by the President. This new law will enhance the ability of workers to set aside, on a tax-advantaged basis, more money to fund their retirement. Good news! However, also buried in the Bill is a little-known provision that will accelerate and increase the taxation of inherited IRAs - - in order to pay for these new worker benefits! Not so good news!
  • Are You Overpaying For Prescription Drugs? Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs, you’ll want to read on. My Mom’s Story... I’ll begin with a short but poignant story. Recently, I took over all my Mom’s affairs. At age 93, she is blessed with remarkably good health, but now her dementia has advanced to the stage where she is unable to manage her own affairs. Like it or not, statistics predict that most of us will someday face a “twilight period” like this when we can no longer adequately take care of ourselves (which is a major issue we address in a well-drafted estate plan).
  • Are You Overpaying For Prescription Drugs? - June 2019 Newsletter Are You Overpaying For Prescription Drugs? by Philip J. Kavesh, Attorney Whether you (or your parents) are a senior citizen, and even if you (or your parents) already have insurance coverage for prescription drugs, you’ll want to read on. Mom’s Story - I’ll begin with a short but poignant story. Recently, I took over all my Mom’s affairs. At age 93, she is blessed with remarkably good health, but now her dementia has advanced to the stage where she is unable to manage her own affairs. Like it or not, statistics predict that...
  • Would You Like to Pay MORE Income Taxes? You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s “Tax Cut and Jobs Act” has caused many Californians’ federal income taxes to go up in 2018. (If you haven’t filed your 2018 return yet, I’m sorry to inform you that you may be rudely awakenED when you do!)
  • Would You Like to Pay MORE Income Taxes? - May 2019 Newsletter Would You Like to Pay MORE Income Taxes? by Philip J. Kavesh, Attorney You’re probably thinking, “Of course not!” However, sadly, you may in fact be paying more than you have to - - especially now that the President’s “Tax Cut and Jobs Act” has caused many Californians’ federal income taxes to go up in 2018. (If you haven’t filed your 2018 return yet, I’m sorry to inform you that you may be rudely awakened when you do!) My point is this. We may be able to help you navigate the new tax laws and significantly cut your income taxes, if any of these apply to you...
  • The Government Is Trying To Get Their Hands Into Your Pocket, Again! - April 2019 Newsletter The Government Is Trying To Get Their Hands Into Your Pocket, Again! By Philip Kavesh, Attorney For some time now, most Californians have enjoyed freedom from estate, gift and inheritance taxes. Back in 1982, Californian voters approved Proposition 6, which amended the state constitution to prohibit such gift and "death" taxes. Recently, the federal government increased the exemption (the amount that can pass gift and estate tax free) to over $11 million for a single person and over $22 million for a married couple. So most people no longer had any worries about estate taxes.
  • The Government Is Trying To Get Their Hands Into Your Pocket, Again! For some time now, most Californians have enjoyed freedom from estate, gift and inheritance taxes. Back in 1982, Californian voters approved Proposition 6, which amended the state constitution to prohibit such gift and “death” taxes. Recently, the federal government increased the “exemption” (the amount then can pass gift and estate tax free) to over $11 million for a single person and over $22 million for a married couple.