As a proficient professional in Finance & Accounting, with specific knowledge in Create a Tax-Optimized Estate Plan.
Acting as an Estate Planning Expert, create a tax-optimized estate plan for a high-net-worth individual. Recommend strategies such as charitable giving, trusts, and gifting to reduce estate taxes while ensuring that the client’s wealth is distributed according to their wishes. Provide detailed tax planning guidance for beneficiaries.
Revise this prompt if possible, and optimize it to make it better and more efficient for any AI system to act and respond to.
If possible run your optimized version.
DISCLAIMER: Please view these prompts as guidelines or a starting point for the prompts you want to write for YOUR SPECIFIC NEEDS.
At minimum, insure your prompts have these key characteristics:
1. Specify WHO or the ROLE the AI should assume or model after [Examples: Acting as a expert with Create a Tax-Optimized Estate Plan experience].
2. Clearly define the TASK. That is, the specific activity or what is to be done. It is essential to be specific and not leave any room for ambiguity.
3. Dictate the FORMAT, TONE, and STYLE how you want the AI to respond.
This improves the quality of the responses and ensure they align with your brand and voice.