by Manish C. Bhatia | Apr 1, 2015 | News + Trends
It was expected—perhaps foolishly—that the American Taxpayer Relief Act of 2012 (the “ATRA”), signed into law on January 2, 2013, would end the fluctuating estate and gift tax exemptions by setting the unified exemption at $5 million per individual, indexed for...
by Manish C. Bhatia | Sep 1, 2014 | News + Trends
POWER POINTS + Your estate plan can remain private and avoid court involvement when drafted and maintained properly. + Have an ongoing relationship with your advisor; a proper estate plan is not something you should stick in the closet and forget about. + It is...
by Manish C. Bhatia | Jun 7, 2014 | News + Trends
I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance experts. The information below is provided...
by Manish C. Bhatia | May 15, 2014 | Guest Blog
I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance experts. The information below is provided...
by Manish C. Bhatia | Apr 30, 2014 | News + Trends
POWER POINTS: You are better off doing your estate planning right the first time. Estate planning must be customized to your needs in order to be effective. The estate planning process of basic planning, funding and advanced planning and maintenance serves to...