Estate planning is one of those things many people know they should do—but often delay. In this episode, Kim and Stuart Lee sits down on Retired Life with estate planning attorney Owen Goodwyne to talk about why having a clear plan in place is one of the most important gifts you can leave your family.

Estate planning isn’t simply about dividing assets. It’s about protecting your independence, reducing stress for your loved ones, and making sure your wishes are honored the way you intend. Owen explains how many assets actually pass by operation of law, sometimes producing outcomes very different from what people expect.

Owen discusses the unique challenges that arise with blended families, estranged relationships, and second marriages, as well as why ownership structures—such as Tenants in Common versus Right of Survivorship—can significantly impact what happens to property and business interests.

They also explore the importance of Durable Powers of Attorney, planning for special needs beneficiaries, and the many practical details families often overlook—such as where a will is kept, how financial accounts are accessed, and how to organize important records so loved ones aren’t left searching during a difficult time.

The conversation also touches on online wills versus professional planning, what families should understand about probate, and how thoughtful planning can ensure legacy wishes—including charitable giving and pet care provisions—are carried out properly.

Estate planning ultimately isn’t about preparing for the end—it’s about creating clarity and peace of mind for the people who matter most.

Sponsor:
This episode of Retired Life, Wish You Were Here is sponsored by Poole Engineering & Surveying, helping shape communities across the Florida Panhandle through thoughtful design and infrastructure planning.

And of course, don’t forget to check out Retired Life, Wish You Were Here merchandise and resources as we continue sharing stories, ideas, and conversations that celebrate living retirement to the fullest.

Goodwyne & Roberts, P.A.
Email [email protected]
Poole Engineering & Surveying, Inc
Email: Poole-eng.com
Retiredlifewywh.com

Show Notes:
Estate Planning: Protecting Your Wishes and Your Family
Guest: Owen Goodwyne: Estate Planning Attorney
Estate planning isn’t just about distributing assets after death — it’s about protecting your independence, reducing stress for your family, and making sure your wishes are honored.

In this episode of Retired Life, Wish You Were Here, Kim and Stuart Lee talk with estate planning attorney Owen Goodwyne about the practical steps retirees should take to organize their affairs and avoid common legal pitfalls.

They discuss how assets can pass by operation of law, the importance of planning for blended or estranged families, and why understanding ownership structures like Tenants in Common vs. Right of Survivorship matters.

Owen also explains the role of Durable Power of Attorney, how to plan for special needs beneficiaries, and the many details families often overlook — from where a will is stored to organizing financial accounts and important records.

The conversation also covers online wills, probate, charitable giving, and ensuring your legacy wishes are carried out clearly.