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 | Jun 1, 2014 | News + Trends
POWER POINTS: + You want to provide for your children, but you do not want them to depend on their inheritance. + A proper estate plan can limit distributions to your beneficiaries to provide for basic necessities but not luxuries. + Using an independent trustee will...
by Manish C. Bhatia | Mar 1, 2014 | News + Trends
Actor Phillip Seymour Hoffman was found dead in his Manhattan home on February 2nd from an apparent drug overdose. Hoffman was 46 years old and was not married but had three minor children with his girlfriend, Marianne O’Donnell. He left behind a Will which was...
by Manish C. Bhatia | Nov 12, 2013 | News + Trends
Some good information in this article, but make sure to consult an attorney for details on the costs and benefits of these techniques. Each situation is different and general articles and information may not apply to you. Additionally, it should be noted that...
