Our Estate Planning Library Articles

Our legal library contains a variety of articles to help people understand the California estate planning process. Browse through our library to learn about the documents included in an estate plan, how to protect your future health and medical care, and how to ensure that your wealth will be appropriately passed down to your loved ones.

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An Intestate Will Leaves Your Assets and Loved Ones in the Court’s Hands Sorting out an estate without a will can cause unexpected problems in California probate court. Learn more here.
Being a Guardian Is a Big Job With Big Obligations Choosing a guardian is one of the most important and difficult aspects of estate planning. Here, learn more about the responsibilities of a guardian.
The Importance of Having a Will and a Living Trust Wills and living trusts may seem like similar documents, but each has different functions. Learn more about both documents as part of a well-planned estate.
Protecting Your Estate When You’re Getting a Divorce Divorce changes a lot in your life, and you need to reconsider your will, estate, and assets. Here, learn more about protecting yourself after a divorce.
Planning Your Estate When You Have Children New parents who want to prepare for the future need to choose a guardian for their children, write a will, and establish a living trust.
You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - January 2021 Newsletter In November, California voters approved Proposition 19. This may dramatically reduce your children’s ability to retain your below market property assessment
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.
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.
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.
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.
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.
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.

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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.
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