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Before You Escape This Summer: Why Arizonans Should Update Their Estate Plans

Before You Escape This Summer:

Why Arizonans Should Update Their Estate Plans

 

The Summer Getaway Mindset

Summer is here, and for many Arizonans, that means planning a well-deserved escape. Whether you’re heading to the cool mountains of Flagstaff, the sandy beaches of California, or a dream destination abroad, there’s one important thing you shouldn’t overlook before you pack your bags — your estate plan.

The Importance of Keeping Your Estate Plan Up to Date

Life is constantly changing, and your estate plan should reflect those changes. An outdated estate plan can cause unnecessary stress, confusion, and even legal battles for your loved ones. By reviewing and updating your estate plan before you embark on your summer adventure, you can ensure that your wishes are clearly stated and legally binding.

Key Areas to Review in Your Estate Plan

  • Wills: Make sure they accurately reflect your current wishes, including any changes to your beneficiaries or updates to the guardians for your minor children.
  • Trusts: Verify that assets are correctly titled in the name of your trust and that the terms of the Trust align with your current intentions.
  • Powers of Attorney: Ensure the people you have designated to make financial or health care decisions for you are still appropriate.
  • Beneficiary Designations: Double check that your life insurance policies, retirement accounts, and other payable-on-death assets have the right beneficiaries listed.
  • Digital Assets: Consider adding provisions for accessing your online accounts, social media, and digital files.

Why Summer is the Perfect Time for an Estate Planning Check-up

  • Convenience: You may already be gathering with family, making it easier to discuss your wishes.
  • Peace of Mind: Knowing your estate plan is up to date means you can travel with less worry.
  • Preventing Problems: Handling any updates now avoids stress later if unexpected events occur.

How We Can Help You Prepare

We understand that life is busy, and estate planning may not always be top of mind. But our goal is to make the process as simple and stress-free for you as possible. In addition, I always strive to provide an “Even Better legal experience” for my clients by helping them to create the legal documents they need to leave the legacy they want.

Whether you’re making minor updates or creating an entirely new estate plan, I can guide you every step of the way. With over 30 years of experience and dedication to hundreds of Arizona families, I can create the necessary legal documents for you, so that you can trust that your wishes will be protected.

Ready for Your Summer Getaway? Lets Make Sure Your Estate Plan is Too.

Don’t let your summer escape turn into a source of stress. Before you pack your bags, contact John Even for a quick and efficient estate plan review.

Need help setting up your estate plan? I specialize in creating customized Wills and Trusts to fit your unique needs, as well as assisting families with probate and trust administration after a loved one passes away.

Contact me today to discuss your estate planning options. Your family’s future depends on the choices you make today!

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    • "Thank you for my peace of mind, knowing that my estate and medical attention are in place for my children to handle easily. I appreciate your expertise covering areas I was unaware I should address. John and his staff were very professional and efficient in my estate amendment. I highly recommend this office."  -Chris February 28, 2025

    • "One of the best decisions I ever made was selecting John Even to oversee settlement of my mom’s estate/trust. His wisdom and insight on reaching a positive outcome for each family member was priceless. Without his patient encouragement over three years, I would have settled for a bad compromise early on. Each meeting was concise and educational. John only proposed a meeting when necessary, saving our estate thousands of dollars. "  -Bradley December 03, 2024

    • "It was a pleasure to work with Attorney John B. Even and his excellent legal assistant, Emily, and paralegal, Jacqueline. This competent team seamlessly worked to develop our Will and Family Trust. Mr. Even patiently explained each document to us. John is a knowledgeable and compassionate attorney with a deep understanding of the law and a great ability to clearly explain complex legal issues. "  -Rita November 22, 2024

    • "I enjoyed working with him and his team - everybody was delightful, and they made the process very easy. John is warm and friendly, impressively knowledgeable and explained all the details in simple terms for me to understand. I now have peace of mind about how my assets will be distributed and wishes will be carried out and know that my loved ones won't be burdened by debate, hassle, or financial hardship if I ever end up incapacitated."  -Mirelle April 18, 2024

    • "We have known John Even for many years. So, I will say that he was our first choice. I get many advertisements in the mail for trusts and estate planning and at various prices. I called a few of them. We stayed with John for several reasons. He had a flat fee with us. So there was NO chance of getting billed extra hours for this and that. Which is often the cast once you sign on the dotted line. John was very explanatory about the process of setting up a trust, He looked at all our information. our children, accounts, and many things I had never considered. This was what I needed to get clear on the whole process. "  -Thomas January 28, 2024

    • "Attorney Even and his staff are professional, personable, responsive, and clearly expert in the estate planning world. The time spent gathering our information allowed Mr. Even to produce thoughtful, custom documentation that will serve us well. The print and electronic versions of our records that were provided will make maintaining them, and sharing them as appropriate, very easy...a real plus."  -Larrh January 24, 2024

    • "Our Estate Planning journey with John B. Even and his team was a “5 Star” experience! John’s character, values, and knowledge was evident throughout the entire process. John and his team listened carefully to our wishes, and yet, asked great questions to help us collaborate on exactly the right Estate Plan. We would highly recommend John and his team!"  -Rob & Terri September 25, 2023

    • "Once I made my initial call to Mr. Even‘s office I never looked back – great decision! His staff is courteous, caring and efficient. Mr. Even is professional, highly knowledgeable, good listener and adviser. I highly recommend Mr. Even. It is a privilege to have him on my team!"  -Trusts & Estates May 14, 2018

    • "John is an excellent wordsmith, and did a great job of putting my thoughts, ideas, and issues into a clear legal document. I have known and worked with him for 25 years on business issues, including business purchases, of two companies and then selling them for retirement. He is also a delightful person to work with and has an excellent group of to-workers."  -Estate Planning May 3, 2018

    • "He was willing to spend time explaining things."  -Estate Planning February 24, 2018

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      Phoenix, Arizona 85014
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