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...
by Manish C. Bhatia | Apr 2, 2017 | News + Trends
> Is this about wine? Unfortunately, no. > What does it mean to decant a trust? Trust decanting is the process of pouring the assets of one irrevocable trust (the “original trust”) into a second irrevocable trust with more desirable terms (the “new trust”)....
by Manish C. Bhatia | Feb 1, 2017 | News + Trends
When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation of...
by Manish C. Bhatia | Dec 1, 2016 | 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 | Oct 2, 2016 | News + Trends
> The Revised Uniform Fiduciary Access to Digital Assets Act protects custodians to a greater extent than it empowers principals, agents or administrators. > An “online tool” offered by a custodian will supersede the direction in a will, trust or power of...
