by Manish C. Bhatia | Apr 5, 2020 | 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 circumstances, such as...
by Manish C. Bhatia | Oct 22, 2019 | News + Trends
1. Estate planning encompasses more than just taxes and asset distribution. 2. Failing to make your wishes known through legal documents increases the likelihood of unnecessary family conflict, costs and delays. 3. Having a proper estate plan ensures efficient estate...
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 | 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 Estate plans that are outdated or fail to consider the estate tax at the state level could result in a much greater tax liability than...
by Manish C. Bhatia | Oct 1, 2017 | News + Trends
Creating a responsible estate plan does not have to be as painful or difficult as many people believe. As a matter of fact, the whole process can be completed within a few weeks. More importantly, once it is complete, you will sleep better knowing that you are...
