by Manish C. Bhatia | Jun 30, 2015 | News + Trends
> Reducing the estate tax and administration burden on your family during a difficult time is an invaluable benefit of proper estate planning. > An incomplete estate plan can lead to extensive legal costs and permanently strained relationships. > The burdens...
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 | Feb 1, 2015 | News + Trends
This is the story of a man named Herbert who made one crucial mistake in his estate planning.1 Although Herbert is the main character of the story, it is his surviving family members who are left to clean up the mess. POWER POINTS + Loose ends and unclear provisions...
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...
