Future Focused: Sophisticated Estate Planning

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.

Publisher

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

Category

business · business · education

Language

en

Explicit

No

First episode

6 Jan 2023

Latest episode

11 Aug 2026

Latest episodes

37 of 69 episodes have a transcript.

1. 

   11 Aug 2026TRANSCRIPT

   Ep. 69 - International Lives and the New Reality of Estate Planning

   Host Michael Clear interviews international estate planning experts Carolyn Reers and Suzanne Shier about navigating complex cross-border challenges for globally mobile families.

2. 

   4 Aug 2026

   Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind

   Host Michael Clear interviews Andi Hughes, Director of Strategic Partnerships at TrustHouse, about building a "circle of care" through concierge home care for independence and peace of mind.

3. 

   20 Jul 2026

   Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy

   Host Michael Clear interviews Joshua Chadajo, Founder of JEC Philanthropy, exploring how intentional philanthropy aligns charitable giving with core values for a lasting legacy.

Inside a recent episode

Ep. 69 - International Lives and the New Reality of Estate Planning

Published 11 Aug 2026 · Transcript excerpt

[…] They're laws. Unlike in the United States, where we enjoy this broad testamentary freedom of being able to give assets to anyone that we want, for the most part. In these countries, there are mandatory inheritance rights that apply to children, spouses, and even more distant relatives if you don't have children in the mix. And this can very directly run afoul of traditional U.S. estate plans where we just assume that clients can leave as much or as little as they want to their children or other family members. So the whole concept of this testamentary freedom in common law jurisdictions versus what we call forced heirship in civil law jurisdictions is probably the largest differentiator when we're talking about international estate planning. […]

Who has been a guest on Future Focused: Sophisticated Estate Planning

Names identified in recent episode analyses. Showing up to five guests.

• Carolyn Reers
• Suzanne Shier
• Andi Hughes
• Joshua Chadajo
• Kenley Stark

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

11 ratings

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 42 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

55

Social presence

0

YouTube

0

Engagement

71

Contact Future Focused: Sophisticated Estate Planning

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Future Focused: Sophisticated Estate Planning