by Manish C. Bhatia | Mar 1, 2019 | News + Trends
Renowned fashion designer, Karl Lagerfeld, died on February 19, 2019, at the age of 85. Lagerfeld was not married and did not have any children, but he is survived by his cat, “Choupette.” With nearly 300,000 Instagram followers (@choupettesdiary), Choupette is a...
by Manish C. Bhatia | Dec 3, 2018 | News + Trends
> 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 | Sep 4, 2018 | News + Trends
> Relying on state or federal laws to administer your estate is never advisable. > Beneficiary designations supersede the provisions of a Will or Trust. > By organizing your assets as a part of your estate planning, you can ensure that designations are...
by Manish C. Bhatia | May 31, 2018 | News + Trends
> Every legal adult should ensure that his or her wishes are clearly stated in proper estate planning documents. > Safety nets available to married individuals with children are not as reliable for single individuals. > Failing to plan can burden loved...
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 Estate plans that are outdated or fail to consider the estate tax at the state level could result in a much greater tax liability than...
