Thirty-two Core BeliefsThirty-two Core Beliefs
Holistic ways for practitioners to achieve a good estate-planning result.

At age 36, I was a cocksure lawyer who was confident that he’d seen it all and had all of the answers in estate planning. When challenged by an elderly client to start with my very best advice—the advice that I’d give on my deathbed—I had no immediate answer and realized that I’d never articulated my own estate-planning beliefs and philosophies, which, to me, was a glaring personal omission. I immediately took to remedying that situation by creating a one-page list of my beliefs and philosophies on estate planning. I’ve tweaked those beliefs over the last 20 years, but, by and large, they’ve stood the test of time. Having been out of full-time law practice since 2005, I continue to think and to write about the list. These are in no parti...
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