Skip navigation

Thirty-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

Register to view the full article

Sign up for a FREE membership to – the leading provider of insights and intelligence for investment advisors

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.