by Manish C. Bhatia | Jun 1, 2014 | News + Trends
POWER POINTS: + You want to provide for your children, but you do not want them to depend on their inheritance. + A proper estate plan can limit distributions to your beneficiaries to provide for basic necessities but not luxuries. + Using an independent trustee will...
by Manish C. Bhatia | Mar 31, 2014 | News + Trends
POWER POINTS: Estate planning encompasses more than just taxes and asset distribution. Failing to make your wishes known through legal documents increases the likelihood of unnecessary family conflict, costs and delays. Having a proper estate plan ensures efficient...
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 | Aug 1, 2012 | News + Trends
When an individual is considering a divorce, his or her estate planning is likely low on the list of priorities. However, divorce is one of those significant changes in your family situation that should trigger an immediate review of your existing estate planning...
by Manish C. Bhatia | Jun 1, 2012 | News + Trends
On December 17, 2008, Dianne Edwards (“Edwards”) was choked to death. Edwards’ Will, which was admitted to probate on October 5, 2009, named her daughter, Deanna Palladino (“Deanna”), as the sole beneficiary of Edwards’ estate, which consisted mainly of Edwards’...
