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Your will can be perfectly written and still do almost nothing you intended. That’s the hard truth behind estate planning when beneficiary designations, joint titling, retirement accounts, and real estate deeds aren’t coordinated with your legal documents.

We sit down with CPA and certified financial analyst Jesse Hurst to connect the dots between retirement planning and estate planning in plain English, including how pop culture can make complicated money topics easier to remember. We dig into what actually drives outcomes for families: a clean asset inventory, a beneficiary audit, and teamwork between your estate planning attorney, financial advisor, and CPA. If you’ve ever assumed “the will decides,” we explain why many assets bypass probate entirely and how that can unintentionally disinherit children, skew “equal” splits, or leave a trust unfunded.

We also talk through the human side: naming executors, trustees, and health care decision-makers, then having the conversations that spare your loved ones from guessing. And because tax and retirement rules keep changing, we break down how the Secure Act and the inherited IRA 10-year rule can create a tax hit for adult kids, plus why some families explore tools like trusts and life insurance strategies to manage timing and taxes.

If you want fewer surprises and a plan that holds up in the real world, listen now, share this with someone updating their will or trust, and subscribe so you don’t miss what’s next. After you listen, will you review the show and tell us what part of estate planning feels most confusing right now?

If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.

To learn more about Jesse and how he can help you, you can visit his website at: https://www.impelwealth.com/

Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.