Estate Planning Archives - Unique Financial Advisors

Estate Planning – The Essential Instruments

by Vid Ponnapalli | Nov 7, 2021 | Estate Planning

Estate Planning – The Essential Instruments Estate planning isn’t just about protecting your assets – it’s about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll...

Lessons to learn from Aretha Franklin’s lack of Will

by Vid Ponnapalli | Aug 26, 2018 | Estate Planning

When legendary singer Aretha Franklin died last week at age 76, she did not have a will or trust, according to documents filed in Oakland County Probate Court. And now the $80 million estate of the intensely private Queen of Soul is about to become very public – and...

What to do when your Estate documents are old?

by Vid Ponnapalli | Jun 6, 2018 | Estate Planning, Wealth Management

In recent times, I worked with quite a few clients who already have estate documents, albeit executed many years ago. Invariably, each of them asked me these very important questions – 1) What should we do if the last Will we executed is old?, 2) How often we...

How are my assets distributed upon my death?

by Vid Ponnapalli | Dec 12, 2015 | Estate Planning

In the recent past, I met several young families with children who are concerned about what happens to their hard-earned assets when they die. As we talked through, I realized they all have two simple goals: 1) to ensure their immediate family members receive the...

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Estate Planning – The Essential Instruments

Lessons to learn from Aretha Franklin’s lack of Will

What to do when your Estate documents are old?

How are my assets distributed upon my death?

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