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 | Sep 4, 2018 | News + Trends
> Relying on state or federal laws to administer your estate is never advisable. > Beneficiary designations supersede the provisions of a Will or Trust. > By organizing your assets as a part of your estate planning, you can ensure that designations are...
by Manish C. Bhatia | May 31, 2018 | News + Trends
> Every legal adult should ensure that his or her wishes are clearly stated in proper estate planning documents. > Safety nets available to married individuals with children are not as reliable for single individuals. > Failing to plan can burden loved...
by Manish C. Bhatia | Apr 1, 2018 | News + Trends
POWER POINTS > In an effective estate plan, both federal and state estate taxes must be considered. > Flexibility is essential to allow the trustee to maximize the available exemptions or defer estate tax liability for as long as possible. > Understanding the...
by Manish C. Bhatia | Dec 1, 2017 | News + Trends
POWER POINTS > The end of the year presents a great opportunity to review your estate plan, your newly acquired assets and the funding of your Trust. > An unfunded Trust fails to take advantage of one of the greatest benefits of a Trust…the avoidance of probate....
