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Estate Planning
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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

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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

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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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  • Testimonials
    • "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 Office
      1221 East Osborn Road
      Suite 105
      Phoenix, Arizona 85014
      Phone: 602-277-7000
      Fax: 602-277-8663
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