Episode 18

Published on:

20th Dec 2021

Episode #18 - The Estate Planning Necessities for Young Adults

Ever wonder if you need a last will and testament (aka “a will”)? The answer is YES! 

A will is an integral part of a well-rounded estate plan that every adult needs, not just the rich and famous. 

"If you have kids under the age of 18, the guardianship in your will is 100% the most important part of your estate plan." - Jamie Weese of Weese Law Firm

In episode 18, we’re talking about the estate planning necessities for young adults. 

Kyle hops on the mic with estate planning attorneys, Jessica Kimbrell of Kimbrell Estate Planning and Jamie Weese of Weese Law Firm. They discuss what is: 

  • a last will and testament
  • a durable power of attorney 
  • a healthcare power of attorney
  • an advanced healthcare directive (or a living will) 
  • trusts

and how all of these are a part of a well-rounded, and well-planned Estate Plan. Every young adult needs an estate plan, especially if you have minor children or special needs children (which we touch on in the podcast).

“Advance Healthcare Directive and Living Will mean the same thing. How I describe this document is the ’Pull the Plug’ document” - Jessica Kimbrell of Kimbrell Estate Planning

Before they dive into everything estate planning for young adults, they discuss their favorite movies surrounding estate planning, their favorite Halloween candy - which no surprise Kyle’s is money related - and their favorite estate planning cases… and Kyle doesn’t like where Jessica’s is going. 

Don’t wait, check it out now so you’re prepared for when life happens. As Forrest Gump’s momma says, “Life is like a box of chocolates, you never know what you’re gonna get.”

To skip the fluff, go to the 50:28 mark. However, it's not advised!


Law Abiding Citizen (2009)

PFFTHT Episode # 17 - "What should you do with that old 401k"

Parks and Rec - Ron Swanson makes a Will

Knives Out (2019)

The Last Blockbuster

Little Big League (1994)

PFFTHT Episode # 12 - What the hell is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?"

Howard Hughes Estate Planning Debacle,

The Complete Guide to Wills, Estates & Trusts (Book)

The Nobel Peace Prize started via a will 

Terri Schiavo case 

Nancy Cruzan case

Malaysia Airlines Flight 370 (2014)

Jessica's Walk-up song: Let me Clear My Throat DJ Kool

Jamie's Walk-up song: Hypnotize Biggie Smalls

Kyle's Walk-up songs: Fancy Like Walker Hayes and The Middle Jimmy Eat World


Special Guests:

Jessica Kimbrell, Kimbrell Estate Planning





Jamie Weese, Weese Law Firm






Podcast Host: 

Kyle Hill, CFP® - Hill-Top Financial Planning, LLC



Kansas City Financial Advisors Network (KCFAN)

XY Planning Network (XYPN),


FEE-ONLY Network

CFP Board


*This podcast uses sounds from freesound: Dry Transition by Electroviolence , Metal Door Slam Shut by ecfike, and Scream by ngrib

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About the Podcast

Personal Finance from the Hill-Top
Personal Finance for Gen X, Y & Z
There are plenty of retirement podcasts out there, but how many personal finance podcasts are focused on the issues that younger generations face? Personal Finance from the Hill-Top (PFFTHT) cuts through the confusing industry lingo to make it easy to digest and understand. Your host, Kyle Hill, a CERTIFIED FINANCIAL PLANNER™ professional and owner of Hill-Top Financial Planning, LLC (https://www.hilltopfp.com) dives into personal finance topics like: budgeting, saving, investing, student loans, insurance, taxes, and more. You'll get the information you need to know to help you make better financial decisions. You'll get interviews with industry experts. PFFTHT is on a mission to help grow generational financial independence. Join us today!

About your host

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Kyle Hill, CFP®

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and owner of Hill-Top Financial Planning, LLC, an independent financial planning firm that he started to help younger adults develop financial confidence and create a path to financial independence. He provides comprehensive financial planning and investment management services. With his subscription model (think Netflix for your finances) he's able to bring objective, Fee-Only advice to an underserved population, Younger Adults. He lives in Kansas City, MO with his wife, two boys, and two bassador dogs (Bubba & Charlie Gibson... yep, after the former news anchor!).