Estate Planning for Lawyers
๐๐ฃ๐ฏ โ ๐๐ฒ๐๐ถ๐ด๐ป๐ถ๐ป๐ด ๐๐ต๐ฒ ๐๐ถ๐ณ๐ฒ ๐ฌ๐ผ๐ ๐๐ผ๐๐ฒ 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 Atticusยฎ. 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. ๐ช๐ต๐ฎ๐ ๐๐ผ๐ ๐๐ถ๐น๐น ๐ต๐ฒ๐ฎ๐ฟ/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, ๐๐ณ๐ช๐ฏ๐ค๐ช๐ฑ๐ญ๐ฆ๐ด by Ray Dalio, and ๐๐ฐ๐ฐ๐ญ๐ด ๐ฐ๐ง ๐๐ช๐ต๐ข๐ฏ๐ด ๐ฃ๐บ ๐๐ช๐ฎ ๐๐ฆ๐ณ๐ณ๐ช๐ด๐ด, 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 ๐๐ฉ๐ฆ ๐๐ณ๐ฆ๐ฆ๐ฏ ๐๐ฆ๐ณ๐ฆ๐ต ๐๐ข๐บ: ๐๐ฆ๐ข๐ฅ๐ช๐ฏ๐จ ๐๐ญ๐ช๐ต๐ฆ ๐๐ฆ๐ข๐ฎ๐ด ๐๐ฏ๐ฅ๐ฆ๐ณ ๐๐น๐ต๐ณ๐ฆ๐ฎ๐ฆ ๐๐ฐ๐ฏ๐ฅ๐ช๐ต๐ช๐ฐ๐ฏ๐ด, 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. ๐ง๐ต๐ฒ ๐ฏ๐ผ๐ผ๐ธ: ๐๐ช๐ฎ๐ฆ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ง๐ฐ๐ณ ๐๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ๐ด: ๐ ๐๐ข๐ธ๐บ๐ฆ๐ณ'๐ด ๐๐ถ๐ช๐ฅ๐ฆ ๐ต๐ฐ ๐๐ฆ๐ค๐ณ๐ฆ๐ข๐ด๐ช๐ฏ๐จ ๐๐ต๐ณ๐ฆ๐ด๐ด, ๐๐ญ๐ช๐ฎ๐ช๐ฏ๐ข๐ต๐ช๐ฏ๐จ ๐๐ฏ๐ต๐ฆ๐ณ๐ณ๐ถ๐ฑ๐ต๐ช๐ฐ๐ฏ๐ด & ๐๐ฆ๐ต๐ต๐ช๐ฏ๐จ ๐๐ฐ๐ฎ๐ฆ ๐ฐ๐ฏ ๐๐ช๐ฎ๐ฆ by Mark Powers and Shawn McNalis, published by Atticusยฎ. 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 ๐ช๐ฎ๐๐ฐ๐ต ๐๐ต๐ถ๐ ๐ฒ๐ฝ๐ถ๐๐ผ๐ฑ๐ฒ ๐ผ๐ป ๐ฌ๐ผ๐๐ง๐๐ฏ๐ฒ: https://www.youtube.com/watch?v=gYTMuD926cw Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertdeverebunn/ X: https://x.com/robertbunn ๐๐๐ข๐จ๐ง ๐ง๐๐ ๐๐ข๐ฆ๐ง 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. ๐๐๐ฆ๐๐๐๐๐ ๐๐ฅNothing 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 ๐๐ช๐ฎ๐ฆ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ง๐ฐ๐ณ ๐๐ต๐ต๐ฐ๐ณ๐ฏ๐ฆ๐บ๐ด by Mark Powers and Shawn McNalis, and also references ๐๐ฉ๐ฆ 7 ๐๐ข๐ฃ๐ช๐ต๐ด ๐ฐ๐ง ๐๐ช๐จ๐ฉ๐ญ๐บ ๐๐ง๐ง๐ฆ๐ค๐ต๐ช๐ท๐ฆ ๐๐ฆ๐ฐ๐ฑ๐ญ๐ฆ by Stephen R. Covey, ๐๐ณ๐ช๐ฏ๐ค๐ช๐ฑ๐ญ๐ฆ๐ด by Ray Dalio, ๐๐ฐ๐ฐ๐ญ๐ด ๐ฐ๐ง ๐๐ช๐ต๐ข๐ฏ๐ด by Tim Ferriss, and ๐๐ฉ๐ฆ ๐๐ณ๐ฆ๐ฆ๐ฏ ๐๐ฆ๐ณ๐ฆ๐ต ๐๐ข๐บ: ๐๐ฆ๐ข๐ฅ๐ช๐ฏ๐จ ๐๐ญ๐ช๐ต๐ฆ ๐๐ฆ๐ข๐ฎ๐ด ๐๐ฏ๐ฅ๐ฆ๐ณ ๐๐น๐ต๐ณ๐ฆ๐ฎ๐ฆ ๐๐ฐ๐ฏ๐ฅ๐ช๐ต๐ช๐ฐ๐ฏ๐ด 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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