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...
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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