Future Focused: Sophisticated Estate Planning

By Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Category: Management

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Episodes: 27

Description

Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Dana’s Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.

Episode Date
The CTA is Here to Stay: Reporting Requirements under the Corporate Transparency Act
Apr 09, 2024
Teaching the Value of the Dollar: Guest Tom Henske Makes Total Cents
Mar 26, 2024
Lessons Learned with Larry Lipoff: Live From the 58th Annual Heckerling Institute on Estate Planning Conference
Mar 05, 2024
Life Insurance and Trust Planning: Insights from Special Guest Sarah Moore
Feb 20, 2024
A Closer Look at Conservatorships: What You Should Know
Feb 06, 2024
Sun, Sand, and State Residency: Navigating Florida’s Domicile Rules
Jan 23, 2024
Estate Planning in 2024: Opportunities and Challenges Ahead
Jan 09, 2024
2023 Year in Review - Future Focused: Sophisticated Estate Planning
Dec 26, 2023
And Just Like That, 2023 is Over: Preparing for 2024
Dec 12, 2023
Prenuptial Agreements: Safeguarding Your Family’s Financial Future
Nov 28, 2023
Purr-fectly Prepared: Estate Planning for Pets
Oct 17, 2023
Home Sweet Loan: Helping Loved Ones Buy a Home
Oct 03, 2023
The Corporate Transparency Act: Navigating Reporting and Compliance
Sep 19, 2023
From Cradle to College: Strategies for Funding Educational Expenses
Sep 05, 2023
Trustee Troubles: A Beneficiary’s Guide to Trustee Removal
Jul 25, 2023
Private Foundations 101: Annual Administrative Requirements
Jul 11, 2023
The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes
Jun 20, 2023
Life After Leaving the Nest: Key Estate Planning Considerations for High School Grads
Jun 06, 2023
Location, Location, Location: Benefits of Jurisdiction Selection in Trust Planning
May 23, 2023
Beyond the Documents: How to Include Family Members in an Estate Planning Conversation
May 09, 2023
Fixing my Irrevocable Trust: Decanting
Apr 25, 2023
Key Considerations with Generation-Skipping Transfer Tax
Apr 11, 2023
Estate Planning for Digital Assets
Mar 28, 2023
Legacy Assets in Estate Planning
Mar 14, 2023
SLATs: are two too good to be true?
Feb 28, 2023
SLATs and Gifting
Feb 14, 2023
Using trusts for your beneficiaries
Jan 06, 2023