by Manish C. Bhatia | Apr 5, 2020 | News + Trends
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 circumstances, such as...
by Manish C. Bhatia | Dec 3, 2018 | News + Trends
> 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 | May 31, 2018 | 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 reliable for single individuals. > Failing to plan can burden loved...
by Manish C. Bhatia | Apr 1, 2018 | News + Trends
POWER POINTS > In an effective estate plan, both federal and state estate taxes must be considered. > Flexibility is essential to allow the trustee to maximize the available exemptions or defer estate tax liability for as long as possible. > Understanding the...
by Manish C. Bhatia | Aug 1, 2017 | News + Trends
> Removing the counsel of experts rarely results in decreased costs and increased efficiency. > Each asset’s characteristics must be considered carefully when being transferred, whether it is due to divorce, planned giving or death. > Integrating your...
