A Potpourri of Ideas, Techniques and Things That Are on Our Mind as We Approach the End of 2025

Originally posted to Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #3259.

The technical landscape for estate, tax, and charitable planning is shifting rapidly. Practitioners must stay abreast of regulatory changes, compliance risks, and technological advances. By implementing the strategies and compliance reminders outlined in this newsletter, advisers can better serve clients and mitigate risk in an increasingly complex environment.

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