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.
Similar Posts
Private chef salaries reach $300,000 as the rich seek Michelin stars
Azmanjaka | E+ | Getty Images Private chefs are making up to $300,000 a year, and butlers can earn as much as $180,000 as the wealthy hire more household staff to manage their increasingly complex lives, according to a new study. Demand for chefs, personal assistants, butlers, nannies, housekeepers, chauffeurs and estate managers have reached…
Mortgage Rates Today, Monday, July 13: A Little Higher
Yes, mortgage interest rates are higher today, but only by a little. The average interest rate on a 30-year, fixed-rate mortgage rose to 6.46% APR, according to rates provided to NerdWallet by Zillow. This is two basis points higher than Friday and seven basis points higher than a week ago. (See our chart below for…
1 Dead in NYC Legionnaires’ Disease Outbreak and over 70 Cases Confirmed
One person has died in connection with a Legionnaires’ disease outbreak on Manhattan’s Upper East Side, marking the first reported death as health officials continue investigating the source of the growing cluster. The New York City Health Department said the outbreak has reached 71 confirmed cases as of July 17. Ten people remain hospitalized, 48…
Deadline for Comments on Regulatory Notice 26-14
Deadline for Comments on Regulatory Notice 26-14 DixonR Fri, 07/10/2026 – 14:26 FINRA Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public) Event Category Request For Comments Add to Calendar Yes All Day 1 Event Date Fri, 09/11/2026 – 02:00 – Fri, 09/11/2026 – 12:00 America/New York
The WealthStack Podcast: How AI Is Transforming Private Markets
Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been…
2.1 Million Americans Will Be Diagnosed With Cancer in 2026 — These 8 Types Are the Most Deadly
About 2.1 million people in the U.S. will be diagnosed with cancer in 2026, and about 626,000 will die as a result. While several forms of cancer have low mortality rates — like skin and thyroid cancer — others are far more fatal. The National Institutes of Health shares cancer diagnosis and fatality data, sourced…
