Estate Planning for Lawyers
ðð£ð¯ â ðð²ðð¶ðŽð»ð¶ð»ðŽ ððµð² ðð¶ð³ð² ð¬ðŒð ððŒðð² Most attorneys I know are excellent at building a practice. Very few are excellent at building a life. The difference, often, is whether the personal vision exists in writing. In Episode 3, I cover Chapter One of Time Management for Attorneys: A Lawyer's Guide to Decreasing Stress, Eliminating Interruptions & Getting Home on Time, by Mark Powers and Shawn McNalis, published by Atticus®. The chapter is titled "Proactive Strategy One: Create a Personal Vision Statement." Before you can design your practice, you have to design your life. This episode is about the first. ðªðµð®ð ððŒð ðð¶ð¹ð¹ ðµð²ð®ð¿/see: Why your career should serve your personal vision and not the other way around, and what happens when that inversion goes unrecognized. The structured process Powers and McNalis walk you through to clarify your core values, identify where your time actually goes, and begin writing your vision. The gap between what you say matters most and how satisfied you actually are with how you are managing it, and why that gap is where the real information lives. The recommended resources I rely on, including FranklinCovey's Mission Statement Builder, ðð³ðªð¯ð€ðªð±ððŠðŽ by Ray Dalio, and ðð°ð°ððŽ ð°ð§ ððªðµð¢ð¯ðŽ ð£ðº ððªð® ððŠð³ð³ðªðŽðŽ, including the journaling practice that is arguably like magic. An introduction to LTC Robert W. Schaefer, retired U.S. Army Special Forces, and his recently published book ðð©ðŠ ðð³ðŠðŠð¯ ððŠð³ðŠðµ ðð¢ðº: ððŠð¢ð¥ðªð¯ðš ðððªðµðŠ ððŠð¢ð®ðŽ ðð¯ð¥ðŠð³ ðð¹ðµð³ðŠð®ðŠ ðð°ð¯ð¥ðªðµðªð°ð¯ðŽ, which I go deeper on in the next episode. The personal story behind why estate planning matters to me, what my father's passing in 2020 without an estate plan taught me firsthand, and why having a "why" is not the same as having a vision. Episode 3 in a chapter-by-chapter series working through Time Management for Attorneys. New episodes weekly. ð§ðµð² ð¯ðŒðŒðž: ððªð®ðŠ ðð¢ð¯ð¢ðšðŠð®ðŠð¯ðµ ð§ð°ð³ ððµðµð°ð³ð¯ðŠðºðŽ: ð ðð¢ðžðºðŠð³'ðŽ ðð¶ðªð¥ðŠ ðµð° ððŠð€ð³ðŠð¢ðŽðªð¯ðš ððµð³ðŠðŽðŽ, ðððªð®ðªð¯ð¢ðµðªð¯ðš ðð¯ðµðŠð³ð³ð¶ð±ðµðªð°ð¯ðŽ & ððŠðµðµðªð¯ðš ðð°ð®ðŠ ð°ð¯ ððªð®ðŠ by Mark Powers and Shawn McNalis, published by Atticus®. If you are serious about building an estate planning practice, this book deserves a permanent place on your shelf. Get your copy here: https://tinyurl.com/TimeManagementforAttorneys ðªð®ðð°ðµ ððµð¶ð ð²ðœð¶ððŒð±ð² ðŒð» ð¬ðŒðð§ðð¯ð²: https://www.youtube.com/watch?v=gYTMuD926cw Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertdeverebunn/ X: https://x.com/robertbunn ððð¢ðšð§ ð§ðð ðð¢ðŠð§ Robert D. Bunn is a Florida-licensed attorney and the founder of Bunn.Law, PLLC, a practice in Gainesville, Florida focused on estate planning, outsourced general counsel work, and AI-related matters. Before launching Bunn.Law, PLLC, Robert served as an Assistant State Attorney and later as General Counsel at a private equity firm for over fifteen years. ðððŠððððð ðð¥Nothing in this episode is legal advice, and no attorney-client relationship is formed by listening to this show. The information presented is general, educational, and commentary, and is not a substitute for advice from a licensed attorney in your jurisdiction reviewing your specific facts. The views shared are Robert Bunn's own on behalf of Bunn.Law, PLLC. This episode discusses content from ððªð®ðŠ ðð¢ð¯ð¢ðšðŠð®ðŠð¯ðµ ð§ð°ð³ ððµðµð°ð³ð¯ðŠðºðŽ by Mark Powers and Shawn McNalis, and also references ðð©ðŠ 7 ðð¢ð£ðªðµðŽ ð°ð§ ððªðšð©ððº ðð§ð§ðŠð€ðµðªð·ðŠ ððŠð°ð±ððŠ by Stephen R. Covey, ðð³ðªð¯ð€ðªð±ððŠðŽ by Ray Dalio, ðð°ð°ððŽ ð°ð§ ððªðµð¢ð¯ðŽ by Tim Ferriss, and ðð©ðŠ ðð³ðŠðŠð¯ ððŠð³ðŠðµ ðð¢ðº: ððŠð¢ð¥ðªð¯ðš ðððªðµðŠ ððŠð¢ð®ðŽ ðð¯ð¥ðŠð³ ðð¹ðµð³ðŠð®ðŠ ðð°ð¯ð¥ðªðµðªð°ð¯ðŽ by LTC Robert W. Schaefer. All rights in those works belong to their respective. Robert Bunn | Bunn.Law, PLLC | Gainesville, Florida
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