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Kevin Sunn: Estate Planning Q&A

Kevin Sunn: Estate Planning Q&A

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Estate Planning Q&A: Kevin Sunn Answers Your Biggest Questions


Do you really need a will? Can an online will replace one drafted by an attorney? What happens if you have minor children, a blended family, or a loved one with special needs?


In this episode of Only Finance, Minh sits down with estate planning attorney Kevin Sunn to answer some of the most common—and most important—questions about estate planning. They discuss why having a properly drafted will matters, the critical role of guardians for minor children, how blended families can unintentionally disinherit children, and when a special needs trust may be necessary.


Kevin also explains why beneficiary designations often supersede your will, provides an update on the current estate tax exemption, and discusses how powers of attorney can protect you and your loved ones during your lifetime.


Estate planning isn't just about passing on your assets—it's about protecting your family, preserving your wishes, and helping your successors avoid unnecessary stress, expense, and delays through probate.


Whether you're just getting started or need to update an existing plan, this episode offers practical insights that can help you make informed decisions.


Tune in to get answers to your estate planning questions and learn why putting it off could be one of the most expensive decisions you make.

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