by Manish C. Bhatia | Dec 3, 2018 | News + Trends
> Estate planning is about much more than just who will receive your assets after death. > Proper estate planning can reduce the cost, time and likelihood of conflict when your assets are to be transferred to your loved ones. > Planning for specific...
by Manish C. Bhatia | Sep 4, 2018 | News + Trends
> Relying on state or federal laws to administer your estate is never advisable. > Beneficiary designations supersede the provisions of a Will or Trust. > By organizing your assets as a part of your estate planning, you can ensure that designations are...
by Manish C. Bhatia | Apr 1, 2018 | News + Trends
POWER POINTS > In an effective estate plan, both federal and state estate taxes must be considered. > Flexibility is essential to allow the trustee to maximize the available exemptions or defer estate tax liability for as long as possible. > Understanding the...
by Manish C. Bhatia | Jan 1, 2018 | News + Trends
POWER POINTS > The Tax Cuts and Jobs Act increases the estate and gift tax exemption to $11.2 million per person in 2018. > Estate plans that are outdated or fail to consider the estate tax at the state level could result in a much greater tax liability than...
by Manish C. Bhatia | Apr 2, 2017 | News + Trends
> Is this about wine? Unfortunately, no. > What does it mean to decant a trust? Trust decanting is the process of pouring the assets of one irrevocable trust (the “original trust”) into a second irrevocable trust with more desirable terms (the “new trust”)....
