Hunt & Associates P.C.

Sep 27, 2013

Estate Planning – It’s Just as Much Life Planning as it is Death Planning

I had a potential client call me earlier in the week asking me if he needed a will.  The caller wasn’t married and had no children or grandchildren.  He didn’t own any real property.  All of his bank accounts had payable on death beneficiaries and he owned minimal personal property.  He had the perfect plan; nothing was going to pass through probate so he didn’t think he needed a will.

Maybe he doesn’t need a … Read more