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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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.
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.
Advanced Level Planning Options for Larger or More Complex Estates The Law Firm of Kavesh, Minor & Otis, Inc., works with complicated and high-asset estates. We offer a variety of options to meet your unique needs.
Preparing for Elder Care Expenses: How Tax Breaks Can Help Family Caregivers As life expectancy grows, so does the expense for elders. Tax breaks can help, but planning ahead is essential.
Blended Family? We Can Help You Protect Your Assets for the Right People When you've remarried or your spouse has children from a previous marriage, estate planning needs to be done carefully to leave assets to the correct people.
Our Team Helps Seniors With Medi-Cal Crisis and Long-Term Care Planning The Law Firm of Kavesh, Minor & Otis, Inc., can help you understand how to use Medicaid and Medi-Cal benefits to pay for long-term care.
We Can Assist With Disability and Pre-Death Planning Needs So You Have Your Affairs in Order The Law Firm of Kavesh, Minor & Otis, Inc., helps our clients plan for disability needs and pre-death planning in the event of a terminal illness.
Let Us Help You Protect Your Assets From Lawsuits, Creditors, and Divorce The Law Firm of Kavesh, Minor & Otis, Inc., can help you protect your assets from creditors, lawsuits, and divorce.
Estate Planning To Protect Your Minor Children The Law Firm of Kavesh, Minor & Otis, Inc., will help you make a plan for your children in case of the loss of their parents. Call: 866-402-1805.
Tax Planning The Law Firm of Kavesh, Minor & Otis, Inc., will help you navigate tax law when planning for your estate. Sign up for a seminar: 866-402-1805.
Our Estate Tax Planning Services Benefit You and Your Heirs Our California estate planning law firm can help maximize your federal estate tax exemptions and pass the majority of your assets to your heirs.
Income Tax Planning Is a Key Part of Protecting Your Family’s Future Our Southern California estate planning law firm can find the right techniques to reduce taxable income for individuals, families, and businesses.

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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.

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.