by Manish C. Bhatia | Mar 1, 2015 | News + Trends
Chicago Cubs legend, Ernie Banks (“Mr. Cub”), passed away on January 23, 2015, at age 83. His death certificate indicates that he suffered not only from cardiac arrest but also dementia. It appears that Banks’ friend and caregiver, Regina Rice, and his estranged wife...
by Manish C. Bhatia | Dec 1, 2014 | 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. +...
by Manish C. Bhatia | Nov 2, 2014 | News + Trends
POWER POINTS + 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 | Jun 7, 2014 | News + Trends
I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance experts. The information below is provided...
by Manish C. Bhatia | May 15, 2014 | Guest Blog
I get many questions regarding life insurance, and while I am happy to advise on the many estate and gift tax consequences related to life insurance, I leave the recommendations of why, how much and why to the life insurance experts. The information below is provided...
