by Manish C. Bhatia | Feb 1, 2017 | News + Trends
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 of...
by Manish C. Bhatia | Dec 1, 2016 | News + Trends
> 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 begin planning. > Proper planning can help avoid unintended...
by Manish C. Bhatia | Nov 1, 2016 | News + Trends
> 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 assets. ...
by Manish C. Bhatia | Oct 2, 2016 | News + Trends
> 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 or power of...
by Manish C. Bhatia | Aug 1, 2016 | News + Trends
> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate. ...
by Manish C. Bhatia | Jul 1, 2016 | News + Trends
> Estate tax and administration laws are state-specific, so articles and general advice must be taken with a grain of salt. > A proper estate plan is based on your specific family and financial situations and tailored to achieve your goals. > Nuances matter...
