by Manish C. Bhatia | Dec 1, 2013 | News + Trends
Estate planning not only ensures that your assets are distributed to your loved ones at your death as efficiently as possible and in accordance with your wishes, but also presents a great opportunity for organizing your assets during your life. By doing so, you can...
by Manish C. Bhatia | Jul 31, 2013 | News + Trends
James Gandolfini, the actor who played “Tony Soprano” on the acclaimed HBO series, The Sopranos, passed away suddenly at the age of 51 in Rome, Italy on June 19, 2013. Gandolfini left behind a wife, two minor children and an estate that is estimated to be valued at...
by Manish C. Bhatia | Apr 1, 2013 | News + Trends
Most people first encounter probate when a loved one passes away (the “decedent”) and his or her assets need to be transferred. Probate is the process by which the county court validates an individual’s Will, if he or she left one, and approves the distribution of...
by Manish C. Bhatia | Jan 1, 2013 | News + Trends
The turning of the calendar presents a great opportunity to evaluate whether your financial affairs are in order. If you do not have an estate plan, it is a good time to resolve to meet with an estate planning specialist immediately. If you do have an estate plan in...
by Manish C. Bhatia | Dec 3, 2012 | News + Trends
A financial planner ideally serves as a client’s “financial quarterback,” advising and educating the client on all financial topics and making sure that the client is making the most of their money while also being protected against risk and liability. One of the...
