by Manish C. Bhatia | Dec 1, 2015 | 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, 2015 | News + Trends
> Estate planning documents should be reviewed or prepared immediately upon consideration of divorce or any other significant life event. > Divorce does not affect estate planning documents upon filing, only when the divorce is final. > With proper planning,...
by Manish C. Bhatia | Oct 1, 2015 | News + Trends
Trusts are not just for wealthy families who need tax planning; they can also provide great flexibility for you and significant protection to your loved ones. When it comes to asset protection, threats to an inheritance come in many forms—from the individual’s own...
by Manish C. Bhatia | Aug 31, 2015 | News + Trends
> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the...
by Manish C. Bhatia | Aug 2, 2015 | News + Trends
> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial situation should...
by Manish C. Bhatia | Jun 30, 2015 | News + Trends
> Reducing the estate tax and administration burden on your family during a difficult time is an invaluable benefit of proper estate planning. > An incomplete estate plan can lead to extensive legal costs and permanently strained relationships. > The burdens...
