by Manish C. Bhatia | Mar 1, 2016 | News + Trends
> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be clearly...
by Manish C. Bhatia | Feb 1, 2016 | News + Trends
> Proper planning is necessary to keep a closely-held business in the family. > Failing to plan for ownership and financial transitions can lead to a forced sale or family conflict. > Trust ownership can allow for a smooth transition without the asset having...
by Manish C. Bhatia | Jan 3, 2016 | News + Trends
> If the original Will cannot be located, state law and the probate court will determine whether a copy can be accepted. > It is important to locate your original Will or have a new Will prepared and executed. > A complete estate plan can alleviate the...
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 | 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 Outdated estate planning documents can be as dangerous as not having an estate plan at all.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...