Future Focused: Sophisticated Estate Planning
Subscribe in ParasocialFree on the App Store for iPhone, iPad and Mac. No subscription needed. Once it is installed, tap this link again and the show is yours. Already have it? Open in Parasocial.
About
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 weal...
Also on
Recent episodes
- Ep. 69 - International Lives and the New Reality of Estate Planning
- Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind
- Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy
- Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors
- Ep. 65 - When AI Walks Into the Estate Planning Meeting
- Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson
- Ep. 63 – The Human Side of Planning with Brian Lasher
- Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities
- Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson
- Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026
