Thirty-two Core Beliefs

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