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 | Aug 1, 2014 | News + Trends
POWER POINTS + Your choice of trustee can be the most important factor in efficient administration, conflict avoidance and asset protection. + It is important to understand the powers and responsibilities of the trustee, particularly as they relate to unexpected...
by Manish C. Bhatia | Jul 1, 2014 | News + Trends
POWER POINTS: 1. Powers of attorney are an integral part of any proper estate plan. 2. The costs and consequences of not having powers of attorney in place far exceed the cost of having the documents prepared. 3. Every adult who is responsible for his or her own...
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 | Jun 1, 2014 | News + Trends
POWER POINTS: + You want to provide for your children, but you do not want them to depend on their inheritance. + A proper estate plan can limit distributions to your beneficiaries to provide for basic necessities but not luxuries. + Using an independent trustee will...
