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The example lends itself to a central theme of the book that any business can be a hospitality business. We believe this too. We believe in the importance of making clients feel seen and cared for through thoughtful, purposefully personalized service.

At the end of the day, the conflict in Iran has introduced new risks. It will likely weigh on growth and keep inflation somewhat elevated in the near term but the bigger picture hasn’t fundamentally changed.

While there may not be many AI-drafted estate plan cases which have been litigated or published yet, there have been situations where unverified AI drafting has caused issues in the courtroom, including made up case law citations in legal briefs and using outdated laws.

Most investors picture market swings, worrying headlines and the uncomfortable feeling of watching an account balance bounce around. That is not risk. That is noise.

AI has the potential to meaningfully improve efficiency, personalization and participant outcomes in the retirement plan industry. However, its success depends on thoughtful implementation, strong governance and continued human oversight.

For many individuals, decades of financial records, online accounts and personal information now exist across a wide range of websites and services.

Laws continue to change, as do the needs of trust beneficiaries. Yet an irrevocable trust’s words are locked in on the date the trust becomes irrevocable.

Greenleaf Trust is structured to remain privately held into perpetuity. We have the ability to serve from generation to generation and intend to do so. We also may make acquisitions in the future as part of our long-term strategy to Serve Clients More. When and if that happens, we will always put client relationships first.

The U.S./Israeli strikes on Iran have materially altered expectations for 2026. Coming into the year, investors expected a solid combination of decelerating inflation, interest rate cuts, strong corporate earnings growth and low risk of recession. Rapidly rising energy prices have introduced a new layer of complexity for investors to navigate.

Financial Literacy Month is a meaningful reminder that building confidence in your financial future does not have to happen alone. Whether you are just getting started or refining an existing plan, having a trusted partner can make navigating financial decisions clearer and more manageable.

Greenleaf Trust offers multiple tools to enhance clients’ digital experience, one of which is the MyWealth platform. The MyWealth platform plays a role in the management and implementation of your comprehensive wealth management plan, as well as offers a secure way to house your important documents via the “Vault” feature.

As we age, the value of our health and access to good medical care increases significantly each year. It is important to approach healthcare decisions in a thoughtful manner.

As wealthy individuals exhaust their currently available applicable exemption amounts, or they find they have no exemption available if the sunset date for the large transfer tax exemptions occurs on January 1, 2026, more attention should be given to the use of a net, net gift agreement to reduce the effective transfer tax rate for lifetime gifts.

What has allowed us to adapt and thrive through changes as well as create improvements is the intentional preservation over the years of our core values and culture. Our core values of client first focus, integrity and accuracy, continuous improvement, teamwork, a budget focused on the client and inclusive employment practices provide a foundation for all that we do.

The economy and markets still appear to be on solid footing. Trade policy remains in flux, creating a potential headwind as businesses and consumers adjust to the evolving landscape.

As fiduciaries – whether personal or professional – we can help prevent that outcome for families and individuals who have placed their trust in us. The tools exist and the legal framework is largely in place. All we have to do is ask the question: “What digital assets do you have, and does someone know how to find then?”

For families focused on education savings, a 529 savings plan remains the gold standard, offering superior tax benefits, greater contribution flexibility and parental control. For families seeking general savings without restrictions, an UTMA may be appropriate, with the understanding of its limitations.

As a retirement plan provider, our sole goal is to help you save for a retirement you can be proud of, without sacrificing your current wellbeing. We have no interest in coercing you into a contribution rate that you are not comfortable with. We are here to help you every step of the way towards retirement, and are happy to provide the insight necessary to make choices you can feel confident in.

The One Big Beautiful Bill Act, OB3, made significant changes to charitable giving, and the income tax deductions that often motivate a charitable gift. Those changes impact what to give and how the gift is made.