By John Even | Published May 31, 2019 | Posted in Estate Planning |
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Estate Planning
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
Read MoreTop 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
Read MoreWhich 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
Read MoreHow 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
Read MoreThree 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
Read MoreShould 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
Read MoreHurry – It’s Not Too Late for Your 2016 Charitable Gifts!
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
Read MoreHow Do I Plan for Incapacity?
With Alzheimer’s and dementia becoming more and more prevalent these days, more and more clients are asking me how to plan for incapacity in case they develop one of these devastating diseases. In addition, you may have your documents in place to plan for an incapacity, but your parents or other loved ones may need Read More
Read MoreDo I Need a Living Trust?
When I meet with clients, I get asked this question all the time. In general, there are lots of great reasons for having a living trust, but trusts are not for everyone, and you will need to examine your personal situation to make sure that a trust makes sense for you and your family. Is Read More
Read MoreHow Often Should I Update My Will or Trust?
After my clients have signed their wills or trusts, they usually ask me how often they need to have them reviewed and possibly updated. In general, the answer varies depending on the complexity of their estate and other factors in their family. However, I generally tell people that it is a good idea to have Read More
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Reviews and Ratings
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5.0/5.0John and his team were very organized, listened closely to our needs and worked in a timely matter to complete our legal needs! Thank you for making this so easy!
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5.0/5.0
John and his staff are very good! We enjoyed working with them and they were very responsive to all of our questions and brought up items that we did not think of, thus making our experience very comfortable. We feel confident that we got the best.
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5.0/5.0
John Even was very patient as he guided us through the process of setting up our estate plan and took all of the time we needed to answer our questions and make sure we understood. He covered everything we asked for and even showed us some things th...
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5.0/5.0
John not only covers all the details, he explains them in a way that mere mortals (that is, non-lawyers) can understand. I especially appreciate his knowledge of and appreciation for the need to specify life-affirming principles and being generous wi...
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5.0/5.0
John Even helped us get our estate planning documents in order. He had answers to all our questions and we were happy with the experience.
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