Matthew Burgess

Estate Planning War Stories Matthew Burgess

Story telling is often seen as the cornerstone of explaining any principle. Certainly my experience in the estate planning area is that there are few approaches as memorable as learning based on 'war stories'. This workbook collects court decisions and client based scenarios that explain 10 key estate planning principles. The 10 key principles are: 1. Don't become a war story 2. It's the 'vibe' 3. Let's kill all the lawyers 4. Estate planning is more than a will 5. Don't get stuck in the middle 6. Murphy's Law 7. Iterate & update 8. Just do it 9. No estate plan, means you have an estate plan 10. It depends