Imagine Your Family Keeping More of What You Leave

John Lennon estate planning blog banner about trust planning, wills, and potential estate tax considerations.

John Lennon’s trust planning and the real lesson behind a potential four-million-dollar insurance tax. John Lennon was more than a legendary musician. His success created a substantial estate involving music royalties, property, financial assets, and family inheritance. When he died in December 1980, the arrangements he had made for his estate became an important example […]

What Are the Requirements for Executing a Revocable Trust in New York?

Revocable Trust in New York – Legal requirements for signing and executing a revocable living trust.

Creating a revocable consider can be an crucial part of an property plan for individuals and households in New York. A well prepared consider can help prepare belongings, offer instructions for dealing with assets throughout your lifetime, and set up how the ones property have to be distributed after your death. However, genuinely making ready […]