Why is an Estate Plan So Important for Business Owners?

Name: John Even
Address: 1221 East Osborn Road, Phoenix, Arizona, 85014
Telephone: 602-277-7000
Price range: Free Consultation
Rating: 4.9

By John Even | Published August 31, 2020 | Posted in Estate Planning, Probate and Trust Administration | Comments Off on Why is an Estate Plan So Important for Business Owners?

Why is an Estate Plan So Important for Business Owners? For many of my clients who own businesses, their business is the largest asset in their estate. As a result, it is critical that this asset is properly handled after their death. This blog discusses three reasons why it is extremely important for business owners Read More

When Does An Estate Have to File An Estate Tax Return?

By John Even | Published July 1, 2020 | Posted in Estate Planning, Probate and Trust Administration | Comments Off on When Does An Estate Have to File An Estate Tax Return?

When Does An Estate Have to File An Estate Tax Return? After the death of a loved one, family members often ask me if the estate has to file an estate tax return. This blog discusses how estate taxes are calculated and when estate tax returns are required to be filed. What Are Estate Taxes? Read More

Should I Update My Trust If I Move Here From Another State?

By John Even | Published May 30, 2020 | Posted in Estate Planning | Comments Off on Should I Update My Trust If I Move Here From Another State?

Should I Update My Trust If I Move Here From Another State? In Arizona, thousands of people move here every year from another state to retire or for a job relocation. When this happens, clients often ask me whether they need to update their estate planning documents that were drafted in another state. This blog Read More

While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order

By John Even | Published April 8, 2020 | Posted in Estate Planning, Other | Comments Off on While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order

While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order As we continue to grapple with the many issues related to the COVID-19 virus, I wanted to touch base with all of you and offer you a few ideas that may be helpful as we are Read More

Leaving Your Charitable Legacy Now and in the Future

By John Even | Published December 27, 2019 | Posted in Estate Planning, Other | Comments Off on Leaving Your Charitable Legacy Now and in the Future

Leaving Your Charitable Legacy Now and in the Future We still have a few days left in 2019, and there a lot of ways that you can give to your favorite charity. This blog discusses several different ways to give to charity for year-end and also discusses different ways to give to charities in your Read More

What is Your Legacy?

By John Even | Published November 1, 2019 | Posted in Business Law, Estate Planning | Comments Off on What is Your Legacy?

What is Your Legacy? When you think of leaving a legacy, what do you think of? The inheritance that you would like to pass on to your children? A gift to your family’s church or your favorite charity that will continue on past your life time? Perhaps the successful transfer of a family business to Read More

Top 10 Things You Need to Know About Arizona’s New LLC Act

By John Even | Published October 4, 2019 | Posted in Business Law | Comments Off on Top 10 Things You Need to Know About Arizona’s New LLC Act

Top 10 Things You Need to Know About Arizona’s New LLC Act In Arizona, the Limited Liability Company Act was recently updated (“New Act”). Especially for LLC’s with multiple members (other than married couples), I recommend that LLC owners meet with an attorney to discuss possible updates to their LLC documents. Here are the top Read More

Who Has Priority to Be Mom’s Guardian or Conservator?

By John Even | Published August 30, 2019 | Posted in Estate Planning | Comments Off on Who Has Priority to Be Mom’s Guardian or Conservator?

Who Has Priority to Be Mom’s Guardian or Conservator? Sometimes I get asked this question when a client’s mom or dad has dementia or Alzheimer’s. This blog first discusses when a guardian or conservator is necessary. It then describes who has priority to be Mom’s guardian or conservator. Finally, it recommends ways that you and Read More

Should My Trust Own My LLC?

By John Even | Published June 28, 2019 | Posted in Uncategorized | Comments Off on Should My Trust Own My LLC?

Should My Trust Own My LLC? Many of my clients who are setting up trusts also own one or more LLC’s. As a result, in the process of setting up their trust, they ask if their LLC should be titled in the name of their trust. This blog discusses when the client should title their Read More

Do I Need an A/B Trust?

By John Even | Published May 31, 2019 | Posted in Estate Planning | Comments Off on Do I Need an A/B Trust?

Do I Need an A/B Trust? Clients ask me this question all the time. This blog discusses what an A/B Trust is and when it is appropriate for married couples to consider one. What is an A/B Trust? An A/B Trust is a trust for married couples that divides into two trusts (typically called a Read More

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Testimonials

"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
"We were referred to John by a neighbor and, frankly, couldn’t be happier with the responsiveness and quality of service. The estate planning services we’ve received in the past pale in comparison. Very, very pleased with the process and breadth of estate planning John provided." -Trust & Estates October 10, 2017

Reviews and Ratings

5.0/5.0

Although we have just begun the process of filing for guardianship for my husband's grandmother. John and his team have been wonderful. Very honest and understanding. I would highly recommend their office.

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Client
5.0/5.0

Mr. Even prepared all the paperwork needed to set up the trust, then sat down with me at his office to review the material.

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Client
5.0/5.0

John and Jacqueline were fantastic to work with! If we ever need assistance in the future we'll certainly give them a call!

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Client
5.0/5.0

John was recommended to us by our financial planner. He is a great addition to our team of planners as an aging family. He is very professional, knowledgeable, and trust worthy. I came away from our conferences with a sense of confidence that we ...

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Client
5.0/5.0

Did a great job on our living trust and on the associated documents. I would recommend him to others.

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Client