As usual, the challenge is communication.

The new rule gives more time for companies created in 2024 to file initial beneficial ownership reports.

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.

Draft estate planning documents with flexibility to account for a future diagnosis.

Use it or lose it.

Stick to the basics.

In the world of philanthropy, there are “bargains” as well, but they may be lost without proper documentation.

Getting it right; fixing up the other guy’s mistakes.