In this Episode, I cover:
Information about the upcoming mini-Symposium, which you can learn about by clicking the “Symposium” tab at the top of this newsletter (including information on promotional codes to attend for free for existing and new subscribers);
Rethinking large gifts in 2024/2025 with Republican control of the Executive, Senate, and possibly House (seats undecided as of 11/8/2024, the date of this recording); and
How viewing kids as a monolith as a planning technique, or sales and content strategy, is perhaps flawed - and how no matter how holistic you wish to appear, often this is challenging because of who pays your fees.
