Which Distribution Plan is Best for Your Trust?

By John Even | Published December 28, 2018 | Posted in Estate Planning | Comments Off on Which Distribution Plan is Best for Your Trust?

Which Distribution Plan is Best for Your Trust? So you’ve decided that a trust is the best estate planning vehicle for you due to its many benefits, one of which is flexibility with regard to your distribution provisions, and now you are trying to decide on which distribution plan is best for you and your Read More

Do You Trust Your Trust?

By John Even | Published April 18, 2018 | Posted in Probate and Trust Administration | Leave a comment

Another way of saying this is: How often do you need to have your revocable living trust reviewed after you set it up? Alternatively, what are some triggering events that might cause you to have your trust reviewed? In general, the answer varies depending on the complexity of your estate and other factors in your Read More

Does My Business Go Through Probate if I Die?

By John Even | Published April 5, 2018 | Posted in Business Law | Leave a comment

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 transferred after their death. Several clients have asked me if their business or their interest in a business passes through probate if they die. The short answer Read More

How Does the New Tax Act Affect My Trust?

By John Even | Published February 28, 2018 | Posted in Estate Planning | Leave a comment

By now, everyone has heard about the New Tax Act and how it will impact your family’s income taxes in 2018. However, the New Tax Act also made significant changes to the federal estate tax laws. Most importantly, the so-called single exclusion amount (which I usually refer to as the estate tax exemption amount) increased Read More

How Do I Administer a Trust?

By John Even | Published January 30, 2018 | Posted in Probate and Trust Administration | Leave a comment

So, you just found out that you are the trustee of your relative’s trust. What do you do? This blog gives an overview of the steps that a trustee needs to take to administer a trust after the settlor (i.e., creator of the trust) passes away. In general, a trust administration is the orderly administration Read More

What Happens to My “Digital Assets” If Something Happens to Me?

By John Even | Published October 31, 2017 | Posted in Probate and Trust Administration | Leave a comment

In the last 20 years, the concept of “digital assets” has emerged as our world has been taken over by the likes of web domains, e-mails, Facebook, and Twitter. The term “digital assets” can include many different things: your ownership and intellectual property rights in social media accounts, your access to online bill payments or Read More

Three Ways to Transfer Your Business

By John Even | Published July 17, 2017 | Posted in Estate Planning | Leave a comment

Let me paint the picture. You are in your 60’s or early 70’s after having working the last 20-30 years building up a successful family business and you are trying to figure out a way to slow down and enjoy some of the fruits of your labor. Some of your family members work in the Read More

Should My College Student Have a Power of Attorney?

By John Even | Published May 26, 2017 | Posted in Estate Planning | Leave a comment

Recently, my son graduated from high school, and, after a few trips with his friends this summer, he will be heading off to college in the fall. In addition to getting him all up to date with his dental work and eyeglass prescription and purchasing some new clothes and other items for his college dorm Read More

How Long Does Probate Take?

By John Even | Published March 16, 2017 | Posted in Probate and Trust Administration | Leave a comment

After a loved one dies, family members often ask: “How long does probate take?” In general, provided that there are no difficult parties, no difficult assets, and no other complications, a probate case will take approximately 6 to 12 months to administer from start to finish. After the appointment of the personal representative, there are Read More

Hurry – It’s Not Too Late for Your 2016 Charitable Gifts!

By John Even | Published December 22, 2016 | Posted in Estate Planning | Leave a comment

I hope that you and your family have a wonderful Christmas holiday! Before the end of the year, there are two charitable giving opportunities that I wanted to bring to your attention from a tax perspective. First, if you have an IRA and you are interested in giving some of the IRA to charity this 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

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I would recommend John to all of my family and friends for Estate Planning !!

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My father and I had our Trust, Wills, POA's revised by John Even. He provided much more in depth and quality documents than either of us had previously prepared by others. He tailored to our specific needs, and explained each of the documents, so we ...

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We needed to update our wills and we have some unique issues that were hanging over our heads as to how to handle them. John developed a great solution that gives us great comfort. We were very pleased.

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Very professional and knowledgeable! I highly recommend John and his staff.

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John was very responsive and helpful in guiding us to make the right decisions in the development of our estate plan. We really enjoyed working with him and would highly recommend him.

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