1st Feb 2017
When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation … more
1st Dec 2016
> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan. > If you do not have an estate plan in place, the end of the year is an ideal time to … more
Prince Estate Update – Rumors and Reality
By: Manish Bhatia | Tags: Avoiding Probate, Legal Relationships | No Comments
1st Nov 2016
> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members. > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the … more
New Digital Asset Law May Be a Double-Edged Sword
By: Manish Bhatia | Tags: Beneficiary Designations | No Comments
2nd Oct 2016
> The Revised Uniform Fiduciary Access to Digital Assets Act protects custodians to a greater extent than it empowers principals, agents or administrators. > An “online tool” offered by a custodian will supersede the direction in a will, trust … more
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