Using AI to Draft Post-Estate-Planning Meeting Letters: Part II
Craig R. Hersch provides real world, detailed AI prompts that estate-planning attorneys can use to draft high quality follow-up letters.
Craig R. Hersch provides real world, detailed AI prompts that estate-planning attorneys can use to draft high quality follow-up letters.
With strikes on both sides seeming to shatter the U.S.-Iran ceasefire, mortgage rates have been moving higher. Rates had started the week looking a little softer, but that took a turn as tensions flared overseas. The deterioration of the U.S.-Iran ceasefire promptly sent oil prices and 10-year Treasury yields higher, and mortgage rates were right…
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While most surveyed women said they lacked assurance in fiscal matters, their confidence increased once they took charge of household financial decisions, according to a new study from Beacon Pointe Advisors LLC, a female-founded registered investment advisory firm. The firm’s HerWorth study surveyed more than 10,000 women investors from late 2025 through early 2026 and…
Pixel-Shot / Shutterstock.com With seven people in my house, controlling clutter is a constant struggle. No matter how many boxes I haul to the local thrift store, it feels like we always have an overabundance of items spilling out of cabinets, closets and shelves. The key to having a decluttered house, I’ve discovered, is not…
I live in South Florida, where the whole point of being here is being outside. Warm nights, the patio, dinner in the backyard. Until the mosquitoes show up and wreck all of it. So over the years I’ve tried just about everything that promises to fight back. Here’s what I learned the expensive way: A…
Just the Tip: Zero-based budgeting means allocating every dollar of your income to a specific category until you reach zero. You’re not spending it all. You’re assigning it all, and savings, investments, and debt payments are categories just like rent and groceries. Give every dollar a destination before the month starts and money stops disappearing…