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 Estate plans that are outdated or fail to consider the estate tax at the state level could result in a much greater tax liability than...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 | Dec 1, 2017 | News + Trends
POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate....
by Manish C. Bhatia | Oct 1, 2017 | News + Trends
Creating a responsible estate plan does not have to be as painful or difficult as many people believe. As a matter of fact, the whole process can be completed within a few weeks. More importantly, once it is complete, you will sleep better knowing that you are...
by Manish C. Bhatia | Aug 1, 2017 | News + Trends
> Removing the counsel of experts rarely results in decreased costs and increased efficiency. > Each asset’s characteristics must be considered carefully when being transferred, whether it is due to divorce, planned giving or death. > Integrating your...
