by Manish C. Bhatia | Nov 12, 2013 | News + Trends
Some good information in this article, but make sure to consult an attorney for details on the costs and benefits of these techniques. Each situation is different and general articles and information may not apply to you. Additionally, it should be noted that...
by Manish C. Bhatia | Nov 11, 2013 | News + Trends
A good read on the various state estate tax systems and issues to be considered: Article: States continue to claim their share through the estate tax It’s not just about the federal estate tax. Make sure your attorney understands the state estate tax and takes...
by Manish C. Bhatia | Oct 31, 2013 | News + Trends
When it comes to granting access to an account, there are multiple options that carry various risks and benefits during the account owner’s life and will have drastically different results at the owner’s death. Choosing an option without understanding these...
by Manish C. Bhatia | Oct 1, 2013 | News + Trends
An individual should review his or her estate planning any time there is a significant change in his or her family or financial situation. This includes not only the Will, Revocable Living Trust and Powers of Attorney, but also beneficiary designations. The case...
by Manish C. Bhatia | Sep 1, 2013 | News + Trends
In another significant step following the Supreme Court decision in U.S. v. Windsor, the U.S. Department of the Treasury and the Internal Revenue Service will now recognize legal same-sex marriages for federal tax purposes.1 As discussed in the July 2013 Newsletter,...
