Q: How is Artificial Intelligence affecting your business?

A: Right now, the direct effects are limited. Most tools available to users like us are basic, and not suited for the real-time questions we have to answer, such as reviewing current data on specific securities.
However, we think it is and continues to be a great tool for research. For example, a question to ChatGPTPlus about estate planning produced 10 helpful strategies that people should consider. It does not replace a competent estate planning attorney (or financial advisor) but is a tool that is worth time and attention.