by Manish C. Bhatia | Dec 1, 2014 | News + Trends
POWER POINTS + The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. + An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate. +...
by Manish C. Bhatia | Nov 2, 2014 | News + Trends
POWER POINTS + 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 | Oct 1, 2014 | News + Trends
POWER POINTS Whether you run your own business or own a share of a family business, failing to mind your business interests can result in unnecessary, expensive probate proceedings and conflicts amongst your loved ones. How your business interest will pass at your...
by Manish C. Bhatia | Sep 1, 2014 | News + Trends
POWER POINTS + Your estate plan can remain private and avoid court involvement when drafted and maintained properly. + Have an ongoing relationship with your advisor; a proper estate plan is not something you should stick in the closet and forget about. + It is...
by Manish C. Bhatia | Aug 1, 2014 | News + Trends
POWER POINTS + Your choice of trustee can be the most important factor in efficient administration, conflict avoidance and asset protection. + It is important to understand the powers and responsibilities of the trustee, particularly as they relate to unexpected...
by Manish C. Bhatia | Jul 1, 2014 | News + Trends
POWER POINTS: 1. Powers of attorney are an integral part of any proper estate plan. 2. The costs and consequences of not having powers of attorney in place far exceed the cost of having the documents prepared. 3. Every adult who is responsible for his or her own...
