by Manish C. Bhatia | Mar 1, 2016 | News + Trends
> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be clearly...
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 | Apr 1, 2015 | News + Trends
It was expected—perhaps foolishly—that the American Taxpayer Relief Act of 2012 (the “ATRA”), signed into law on January 2, 2013, would end the fluctuating estate and gift tax exemptions by setting the unified exemption at $5 million per individual, indexed for...
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...
by Manish C. Bhatia | Oct 1, 2014 | News + Trends
POWER POINTS Whether you run your own business or own a share of a family business, failing to mind your business interests can result in unnecessary, expensive probate proceedings and conflicts amongst your loved ones. How your business interest will pass at your...
