by Manish C. Bhatia | Feb 1, 2015 | News + Trends
This is the story of a man named Herbert who made one crucial mistake in his estate planning.1 Although Herbert is the main character of the story, it is his surviving family members who are left to clean up the mess. POWER POINTS + Loose ends and unclear provisions...
by Manish C. Bhatia | Jan 1, 2015 | News + Trends
POWER POINTS + Though her death was unexpected, Joan Rivers was prepared and took the responsible step of having a current estate plan. + Your estate plan can include your wishes for your health, assets, funeral or burial, loved ones and even your pets. + Starting a...
by Manish C. Bhatia | Dec 1, 2014 | 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 | Nov 2, 2014 | News + Trends
POWER POINTS + 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 | Oct 1, 2014 | News + Trends
POWER POINTS Whether you run your own business or own a share of a family business, failing to mind your business interests can result in unnecessary, expensive probate proceedings and conflicts amongst your loved ones. How your business interest will pass at your...
