Understanding the Duties & Responsibilities of a Trustee

A trustee is a party responsible for the management, investment, and distribution of the property or assets within a trust. This will involve the oversight of trust administration, accounting, taxes,…

Protecting Your Heirs’ Inheritance

A Checklist for Passing on Assets to Beneficiaries Maybe because it isn’t pleasant to consider our own mortality, it is oftentimes too easy to delay the creation and maintenance of…

Who’s Afraid of the Big Bad Wolf?

The best part of my days are the nights I get to come home in time and see my girls off to bed. Jiya, now 4 ½-going-on-14, has graduated from songs…

Everything You Should Know About Trusts

A trust, simply put, is a fiduciary arrangement intended to help you manage your wealth and assets in accordance with your wishes in the event of your death or incapacitation….

Families with Young Children: Estate Planning Considerations

“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future…

“Sir, your omelette will get cold!”

One thing I hope for Jiya and Sonam is that they get to travel the Earth far and often. Traveling is a healthy form of disruption that we all could…

Why are we Raising Prices of our Estate Plan Services…

Since we opened our doors back in 2015, we have never once increased our prices.  That’s pretty much unheard of in our industry and something we are very proud to…

“Why 2 + 2 is greater than 4”

And what a year it has been! Sonam turned 1 this past weekend and it marks a full turn around the sun for all of us.  Our baby girl is…

“I’m All Growed Up!”

As of this past January, Jiya has revolved around the Sun 3 times and Sonam already a quarter turn.  As Jiya aptly says, “I growed up, Papa.”  Recently, she’s been…

“We’ll take the Lexus!”

When I met Anshul in college, I was driving a black sports car. She can say what she wants, but I know she liked it. When we got married in…