Our legal library contains a wealth of information to help people understand the California trust and estate administration process. Browse through our articles to learn about your duties as a trustee, distributing assets to heirs, and paying taxes in accordance with the law.
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Living Trust Services for Trustees and Beneficiaries The Law Firm of Kavesh, Minor & Otis, Inc., of Southern California offers a full range of services for trustees and beneficiaries upon your death or incapacity.
Post-Death Administration Services The Law Firm of Kavesh, Minor & Otis, Inc., can help you navigate probate law after a death. Sign up for a seminar: 866-402-1805.
August 2020 Newsletter - IRA Owner Beware: Important Deadline Coming August 31st If you (or your parents) have an IRA, read on.Planning Opportunity #1:If You Already Took Some Required Minimum Distributions in 2020,You Can Avoid Income Taxes By Acting Right Away If you reached age 70 ½ in2019 or earlier, the rule has been you must withdraw from your IRA the Required Minimum Distributions (“RMDs”) in 2020. These withdrawals are typically taxable at your highest bracket rate...
February 2020 Newsletter - New "SECURE" Act Makes Your IRAs Less Secure! *IRA OWNERS BEWARE* New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouses') exceed $200,000, you must read on.