This week I attended the National Association of Estate Planners & Councils (NAEPC) Conference  in Washington, D.C. The sessions were packed with thoughtful insights, advanced strategies, and plenty of practical updates that will shape how we guide clients through complex estate, tax, and retirement planning decisions. A beautiful sunset over the Potomac River with the Capital Wheel & this slightly terrifying sand sculpture called the Awakening. Cue the quicksand nightmares.

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