by Manish C. Bhatia | May 1, 2017 | News + Trends
One of the primary techniques used to reduce a person’s taxable estate is making gifts during his or her life to other individuals, usually children or grandchildren, using the annual gift tax exemption ($14,000 in 2017). An individual can make a gift up to the...
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 | 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 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 | 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...
