Our Estate Planning Newsletters

Our newsletters make it easy to stay ahead of the curve when planning for the future. Subscribe today for regular updates, recommendations, tales of costly probate cases, or changes to California law that could affect your estate plan.

<1 2 3 4 5 6 7 8 >

Page 6
Happy (Grand)Father's Day! - June 2018 Newsletter
In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our grandfathers or great-grandfathers - - our more ancient predecessors without whom we would not be here today.
Check Out Our New Website and Win a $5 Starbuck's Card! - May 2018 Newsletter
Our law firm's website (www.kaveshlaw.com) has undergone some major renovations, after taking into consideration the feedback from many of our clients.
Should You Worry About Estate Taxes Any More? - April 2018 Newsletter
Most people believe that estate taxes are now gone and there's simply no need to do any special planning beyond the Living Trust. Wrong!
My Super Odyssey - March 2018 Newsletter
Phil takes us on a journey from his childhood to experiencing the 2018 Super Bowl!
Medicare's Part B Premium Will Be Unchanged in 2018, But Many Will Pay More. Got That? by Ken Coughlin - February 2018 Newsletter
The announcement of the 2018 Medicare premium is good news for some beneficiaries and bad news for many others.
How Will the New Tax Reform Impact You? - January 2018 Newsletter
You've probably heard about the massive new Tax Reform Bill, but how do you make sense out of its 429 pages of legal mumbo jumbo? And can you trust what the media is saying about it? If you already pay more than $20,000 a year in both federal and state income taxes, you need to know the following...
Our Family Holiday Traditions by The Staff of Kavesh, Minor & Otis - December 2017 Newsletter
At this wonderful time of the year, we of course wish you and your family the happiest of holidays -- and also thought it would be nice to share how some of our own families celebrate these special days. (Maybe you'll even get some good ideas!)
Have You Named The Wrong Successor Trustee? - August 2017 Newsletter
Most estate plans properly focus on distributing your hard earned assets to the right people and at the right time, while minimizing court interference and taxes. However, not enough estate plans thoroughly consider the choice of successor Trustee, who will act someday when you can't.
ADD MORE PROTECTION TO YOUR LIVING TRUST PLAN - July 2017 Newsletter
If we created your Living Trust plan after September 2002, or you updated it with us since then, you likely have a very special protective feature for your loved ones known as the "Personal Asset Trust SM" (or "PAT").
Costly IRA Mistakes You Want to Avoid - June 2017 Newsletter
The lead article of our newsletter often involves a personal story of interest by one of our attorneys or staff. However, this month we feel compelled to address a more serious issue, one that we see adversely affecting our clients and their loved ones on almost a daily basis - - costly IRA mistakes.
Blended Family Basics - March 2017 Newsletter
Times have changed. In the new millennium, blended families now outnumber traditional nuclear families. In fact, one of three Americans is now a stepparent, a stepchild, a step-sibling, or some other member of a blended family*. And the number is likely to grow, based on current statistics and trends.
A Funny Thing Happened on the Way To... (Some of My Craziest Seminar Stories from Over the Years) - February 2017 Newsletter
You may already know that one of my favorite things in life is presenting educational seminars on estate planning. What you may not know - - and I've been asked to share with you here - - are some of the unusual occurrences I've experienced in doing over 2,500 seminars over the past 30 plus years.

<1 2 3 4 5 6 7 8 >

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.