by Manish C. Bhatia | Feb 1, 2014 | News + Trends
All trusts fall under one of two categories: revocable or irrevocable. These trusts differ in several significant ways, including their purpose, asset ownership and use, tax treatment and annual maintenance requirements. This newsletter will briefly discuss the...
by Manish C. Bhatia | Jan 1, 2014 | News + Trends
Paul Walker, star of the popular The Fast and The Furious film series, died on November 30th at the young age of 40 in a high-speed car accident. Walker was never married but was reportedly living with his girlfriend of seven years, Jasmine Gosnell, and is survived...
by Manish C. Bhatia | Dec 1, 2013 | News + Trends
Estate planning not only ensures that your assets are distributed to your loved ones at your death as efficiently as possible and in accordance with your wishes, but also presents a great opportunity for organizing your assets during your life. By doing so, you can...
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...
