Estate Planning Archives - Unique Financial Advisors

Estate Planning Is Not Only for the Ultra-Rich

by Vid Ponnapalli | Mar 13, 2022 | Estate Planning

Many people believe that estate planning is reserved for the ultra-wealthy who have vast sums of money to leave to their heirs. With the rise in estate tax limits in recent years, some think they don’t have to consider estate planning at all. The reality is that...

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...

Estate Planning Is Not Only for the Ultra-Rich

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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