Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael ClearWelcome 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 gu... more
| Publishes | Weekly | Episodes | 27 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationManagementHow ToBusiness | |||
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Latest Episodes
On this episode, Partners Michael Clear and Erin Nicholls review the requirements under the Corporate Transparency Act (“CTA”) now in effect. They discuss what exemptions available to entities, who the beneficial owners are, when to file reports, and... more
Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversation w... more
On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58th Annual Heckerling Institute on Estate Planning Conference. ... more
Life insurance can be a valuable estate planning tool for generational wealth planning, creating liquidity and time diversification. On this week’s episode, Michael Clear and special guest Sarah Moore, Director of Advisor Relations at the Coyle Compa... more
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Reviews
- Bravo!
Well-done and keep the planning content coming!
Apple Podcasts5RunDRS
United Statesa year ago
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| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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