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...
by Manish C. Bhatia | Oct 1, 2013 | News + Trends
An individual should review his or her estate planning any time there is a significant change in his or her family or financial situation. This includes not only the Will, Revocable Living Trust and Powers of Attorney, but also beneficiary designations. The case...
by Manish C. Bhatia | Jun 2, 2013 | News + Trends
While an inheritance is often considered a gift by the recipient, from a tax perspective, there optimal ways to inherit a retirement account. From the language used to designate the beneficiaries to important IRS-imposed deadlines, the manner in which a retirement...
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 | 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...
