O TYM ODCINKU
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth at death. They also delve into the connection between trusts and divorce, highlighting recent troubling court cases. Michael and Erin encourage listeners to remain proactive in their estate planning as laws and strategies evolve.
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Wyszukaj minione odcinki Future Focused: Sophisticated Estate Planning.
INNE ODCINKI W TYM PODCASCIE
In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize t…
In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison discuss the interplay of legacy letters, also known as ethical wills, in estate planning and emphasize h…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power," an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or a transition to a new form of ownership. They examine the key drivers behind se…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Wiggin and Dana LLP's Erin Nicholls and Michael Clear , który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
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