BY MARIELLE D. MARNE | JULY 16, 2014
Perplexed over the peculiars of probate? Jim Hundman provides answers
CAREFREE – While James E. Hundman, JD, CFP has 25 years experience in the business of estate and financial planning, he still very much appreciates when one of his clients is so impressed with his knowledge, expertise, service that s/he refers a family member or friend to him. In the short time Hundman opened his second office in Pima Norte, his business is thriving on referrals alone. When clients meet him, they can no doubt feel his dedication to these oft sensitive subjects.
Taxes, wills, estates, powers of attorney, Hundman wants to sit down with you and talk about them. He wants to help you protect your family and assure your assets are distributed the way you wish. This is not just for the rich and famous! Hundman explained there are various levels of protection for folks with all income levels.
He offers an initial consult free, so you can explore your options. Some sort of planning is crucial to have in place if you have a spouse who relies on you or children, even grandkids. Additionally, Hundman will review trusts previously drafted. Not all lawyers “fund the trust,” leaving transfer of assets to the client. Simply, if you don’t fund your trust, it’s virtually worthless, so be savvy and check!
As life’s situations change, so should your estate planning documentation. “At the very least,” he advised, “have your paperwork reviewed every five years.” With reviews or initial drafting of paperwork, Hundman wants to go over it, educate clients so they fully understand their options. “People really appreciate that,” Hundman added.
To learn more, visit www.HundmanLaw.com or call for an appointment at 480-625-3134. Hundman Law Office is located 36600 N. Pima Rd. #301, or Jim collaborates with his daughter, Natasha H. Palmatier of Edward Jones (4815 E. Carefree Hwy.), for more in-depth planning.