Podcast thumbnail for Future Focused: Sophisticated Estate Planning

Future Focused: Sophisticated Estate Planning

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

5.0(14 reviews)
66 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
42

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality55
Social0
YouTube0
Engagement71

Podcast Overview

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

🇺🇲

Publishing Since

1/6/2023

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42

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality55
Social0
YouTube0
Engagement71
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
22 minutes
Performing excellently!
good
Show Notes Quality
3.0/5

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needs improvement
Publishing Consistency
Every 18 days

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Recent Episodes

Episode thumbnail for Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors

May 26, 2026

Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors

Host Michael Clear and Kenley Stark, Counsel at Wiggin and Dana, explore the legal, tax, and practical considerations for collectors throughout the art ownership lifecycle.

Episode thumbnail for Ep. 65 - When AI Walks Into the Estate Planning Meeting

May 12, 2026

Ep. 65 - When AI Walks Into the Estate Planning Meeting

Host Michael Clear interviews industry experts on how artificial intelligence is transforming estate planning, revealing both its potential and its critical limitations.

Episode thumbnail for Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson

March 10, 2026

Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson

Host Michael Clear and Erin Nicholls interview Carl Peterson, exploring how high-net-worth families use Private Placement Life Insurance for sophisticated estate planning.

66 total episodes available with 12 transcripts

Recent guests on Future Focused: Sophisticated Estate Planning

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Kenley Stark

Guest

Carl Peterson

Guest

RJ Kornhaas

Guest

Scott McClure

Guest

Len Gray

Guest

Erin Nicholls

Guest

Sara Osinski

Guest

Steve Malech

Guest

Matt Smith

Guest

Vanessa Maczko

Guest

Jack Sousa

Guest

Deep-dive analytics for Future Focused: Sophisticated Estate Planning

Frequently asked questions

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What is 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.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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