By John Even | Published July 1, 2020 | Posted in Estate Planning, Probate and Trust Administration |
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Probate and Trust Administration
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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
Read MoreTop 10 Questions about Probate and Trust Administrations
Top 10 Questions about Probate and Trust Administrations Losing a parent or a loved one is difficult no matter where you live, but it is more difficult to deal with probate and trust administration issues if you are living out of state. What are the first things you should do? Who should you call for Read More
Read MoreDo You Trust Your Trust?
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
Read MoreHow Do I Administer a Trust?
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
Read MoreWhat Happens to My “Digital Assets” If Something Happens to Me?
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
Read MoreHow Long Does Probate Take?
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
Read MoreWhat Am I Supposed To Do as the Trustee of a Trust?
After someone passes away, there are several things that a trustee needs to do to make sure that a trust is administered properly. In order that the successor trustee doesn’t miss any steps, I always recommend seeking the advice of an experience attorney to assist them in the process. In addition, I recommend that successor Read More
Read MoreAre There Different Types of Probate?
After a loved one dies, the biggest question that the family has is: “Do we need to go through a probate?” This leads to the next question, which is: “Are there different types of probate?” In Arizona, there are essentially three different ways of administering an estate: (1) small estate affidavit for small estates; (2) Read More
Read MoreIs Probate Ever a Good Thing?
As most of you already know, generally speaking, I recommend that my clients draft their estate planning documents to avoid probate after a loved one has passed away. With proper planning, it is possible to draft documents that will allow you and your family to avoid probate in almost every situation. As I have stated Read More
Read MoreMy Trustee is Out of Control. What Do I Do?
Your mom, the surviving parent, passes away, and one of your siblings or another relative becomes the successor trustee under mom and dad’s trust. Then, several months go by, and you, a beneficiary of your parents’ trust, get absolutely no notices, and you suspect that something is wrong. Moreover, you have requested information from the Read More
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Reviews and Ratings
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5.0/5.0Mr. Even prepared all the paperwork needed to set up the trust, then sat down with me at his office to review the material.
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5.0/5.0
John and Jacqueline were fantastic to work with! If we ever need assistance in the future we'll certainly give them a call!
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5.0/5.0
John was recommended to us by our financial planner. He is a great addition to our team of planners as an aging family. He is very professional, knowledgeable, and trust worthy. I came away from our conferences with a sense of confidence that we ...
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5.0/5.0
Did a great job on our living trust and on the associated documents. I would recommend him to others.
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5.0/5.0
Working 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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