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 | Oct 22, 2019 | News + Trends
1. Estate planning encompasses more than just taxes and asset distribution. 2. Failing to make your wishes known through legal documents increases the likelihood of unnecessary family conflict, costs and delays. 3. Having a proper estate plan ensures efficient estate...
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 | Dec 1, 2017 | 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 | May 1, 2017 | News + Trends
One of the primary techniques used to reduce a person’s taxable estate is making gifts during his or her life to other individuals, usually children or grandchildren, using the annual gift tax exemption ($14,000 in 2017). An individual can make a gift up to the...