One year ago right now, I was putting the finishing touches on a post announcing a new paid subscription tier for this newsletter. Since launching this feature, interest in this newsletter has exceeded my wildest dreams. For all of you who read, whether casually or as diligent consumers of all I produce, I would like to thank you and wish you a Happy New Year both personally and professionally.
Reader Survey
If you are interested, please consider filling out my reader survey. Your feedback (which is anonymous unless you choose otherwise) helps me to map out content in 2025, along with coordinating guest contributions:
I Need Help
This year, some of my biggest successes have come from collaborative ventures. And, some of my biggest failures have come from my attempts to go it alone.
That being said, if you have anything to say in the estate planning space, my goal is to make it as easy as possible for you to share what you have to say. So, if you would like to contribute any form of content, whether alone or as a co-author or co-presenter, please reach out. I only ask one thing from you - please have one or more topics in mind before reaching out.
And, if you are IP attorney, I need help with some of the licensure and work-for hire agreements for this newsletter. If you are interested in assisting, please let me know. (It goes without saying that I will pay you for your time.)
Where Do You Need Help?
Throughout the year, I have hosted office hours as a forum to receive feedback and questions from you. One of the highlights of this newsletter has been the opportunity to meet with many of you individually, both in a virtual setting and occasionally in-person at various conferences. I will continue to host office hours, but many will be topical based on feedback from the survey above.
I have a couple of other ideas fresh on my mind, and if you are interested in either I am happy to discuss
And, what I can also offer you is custom education. If you would like to host an in-house program for your team, please reach out. Likewise, if you are interested in exploring a group subscription, I am happy to work with your organization.