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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

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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

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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

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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

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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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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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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

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How Does the New Tax Act Affect My Trust?

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

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Three Ways to Transfer Your Business

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

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Should My College Student Have a Power of Attorney?

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

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1 - 10 of 19
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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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