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 | Nov 1, 2015 | News + Trends
> Estate planning documents should be reviewed or prepared immediately upon consideration of divorce or any other significant life event. > Divorce does not affect estate planning documents upon filing, only when the divorce is final. > With proper planning,...
by Manish C. Bhatia | Oct 1, 2015 | News + Trends
Trusts are not just for wealthy families who need tax planning; they can also provide great flexibility for you and significant protection to your loved ones. When it comes to asset protection, threats to an inheritance come in many forms—from the individual’s own...
by Manish C. Bhatia | Jun 1, 2015 | 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 certain for single individuals. > Failing to plan can burden loved ones to...
