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...
by Manish C. Bhatia | Mar 31, 2014 | News + Trends
POWER POINTS: Estate planning encompasses more than just taxes and asset distribution. Failing to make your wishes known through legal documents increases the likelihood of unnecessary family conflict, costs and delays. Having a proper estate plan ensures efficient...
by Manish C. Bhatia | Mar 16, 2014 | News + Trends
The purpose of estate planning is to make sure that your assets are protected during your life and pass as easily as possible to your loved ones after you are gone. It should be easy–it’s your money, you should be allowed to do with it as you...
by Manish C. Bhatia | Mar 1, 2014 | News + Trends
Actor Phillip Seymour Hoffman was found dead in his Manhattan home on February 2nd from an apparent drug overdose. Hoffman was 46 years old and was not married but had three minor children with his girlfriend, Marianne O’Donnell. He left behind a Will which was...
