by Manish C. Bhatia | Aug 31, 2015 | News + Trends
> Trusts allow for withdrawal limitations ranging from common to creative. > Overly-specific requirements may burden the family and trustee and be struck down if they violate public policy. > Understanding and anticipating the practical administration of the...
by Manish C. Bhatia | Aug 2, 2015 | News + Trends
> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial situation should...
by Manish C. Bhatia | Feb 1, 2015 | News + Trends
This is the story of a man named Herbert who made one crucial mistake in his estate planning.1 Although Herbert is the main character of the story, it is his surviving family members who are left to clean up the mess. POWER POINTS + Loose ends and unclear provisions...
by Manish C. Bhatia | Jan 1, 2015 | News + Trends
POWER POINTS + Though her death was unexpected, Joan Rivers was prepared and took the responsible step of having a current estate plan. + Your estate plan can include your wishes for your health, assets, funeral or burial, loved ones and even your pets. + Starting a...
by Manish C. Bhatia | Sep 1, 2014 | News + Trends
POWER POINTS + Your estate plan can remain private and avoid court involvement when drafted and maintained properly. + Have an ongoing relationship with your advisor; a proper estate plan is not something you should stick in the closet and forget about. + It is...
