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?
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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
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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
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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
Read MoreLeaving 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
Read MoreWhat 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
Read MoreTop 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
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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
Read MoreShould 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
Read MoreDo 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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Top 7 Things To Know After You Sign Your Trust
Top 7 Things To Know After You Sign Your Trust So you have just signed your revocable living trust, and you are wondering what do I do next? This blog lists the top 7 things that I tell clients after they have signed their trust. I hope you enjoy it! You have some homework – Read More
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Reviews and Ratings
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5.0/5.0Working with John Even was a pleasure. He and his firm did an extraordinary job in assisting us with our Estate Planning.. Estate Planning, though important, is not the most enjoyable of familial responsibilities to conduct. Thanks John! Great jo...
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Multiple revisions were requested, and John was very patient with this. I appreciated his responsiveness to my many questions. He also had to repeat some of the answers and was very patient with that as well.
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I sought counsel to transfer my trust, will, living wills, powers of attorney, from California to Arizona. Mr. Even came highly recommended by my attorney in California. Mr Even reviewed what I had and explained that my estate planning was missing...
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My wife and I needed to revise our wills and do a more complete process of estate planning than we had done previously. We asked another attorney we trust to recommend someone and he gave us John Even's name. We're very pleased and thankful for tha...
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Mr. Even answered our questions with the authority and wisdom that comes with experience, but did not make us feel as if he had answered the same questions hundreds of times in the past.
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