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HomeFuture Focused: Sophisticated Estate Planning
Future Focused: Sophisticated Estate Planning

Future Focused: Sophisticated Estate Planning

Active· last episode 1 month ago
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~21 min episodes

About Future Focused: Sophisticated Estate Planning

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.

Language
English
Type
podcast

Episodes(50)

  1. 1

    Home Sweet Loan: Helping Loved Ones Buy a Home

    18 Jul14m
  2. 2

    The Corporate Transparency Act: Navigating Reporting and Compliance

    18 Jul34m
  3. 3

    From Cradle to College: Strategies for Funding Educational Expenses

    18 Jul25m
  4. 4

    Trustee Troubles: A Beneficiary’s Guide to Trustee Removal

    18 Jul15m
  5. 5

    Private Foundations 101: Annual Administrative Requirements

    18 Jul16m
  6. 6

    The Estate Plan Audit: Addressing Changes in Assets, Relationships and Taxes

    18 Jul24m
  7. 7

    Life After Leaving the Nest: Key Estate Planning Considerations for High School Grads

    18 Jul12m
  8. 8

    Location, Location, Location: Benefits of Jurisdiction Selection in Trust Planning

    18 Jul17m

+42 more — listen on the platforms above

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WHICHPODCAST

Discover your next favourite podcast. Search 40,000+ shows, take the quiz, or browse by category.

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© 2026 WhichPodcast. All rights reserved.

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