by Manish C. Bhatia | Dec 1, 2016 | News + Trends
> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan. > If you do not have an estate plan in place, the end of the year is an ideal time to begin planning. > Proper planning can help avoid unintended...
by Manish C. Bhatia | Aug 1, 2016 | News + Trends
> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate. ...
by Manish C. Bhatia | Nov 1, 2015 | News + Trends
> Estate planning documents should be reviewed or prepared immediately upon consideration of divorce or any other significant life event. > Divorce does not affect estate planning documents upon filing, only when the divorce is final. > With proper planning,...
by Manish C. Bhatia | Aug 31, 2015 | News + Trends
> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the...
by Manish C. Bhatia | Aug 2, 2015 | News + Trends
> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial situation should...
