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...
by Manish C. Bhatia | Feb 1, 2017 | News + Trends
When considering marriage or a divorce, your estate planning is likely low on the list of priorities. However, these are significant changes in a family situation that should trigger an immediate review of your existing estate planning documents or preparation of...
by Manish C. Bhatia | Nov 1, 2016 | News + Trends
> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members. > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the assets. ...
by Manish C. Bhatia | May 1, 2016 | News + Trends
> Without an estate plan, Prince’s half-siblings will stand to inherit the same share as his full-sibling. > Failure to plan for a potential estate tax liability may lead to a forced liquidation of estate assets, including his vault of unreleased music. >...
by Manish C. Bhatia | Nov 1, 2015 | News + Trends
> Estate planning documents should be reviewed or prepared immediately upon consideration of divorce or any other significant life event. > Divorce does not affect estate planning documents upon filing, only when the divorce is final. > With proper planning,...
