Future Focused: Sophisticated Estate Planning Podcast Por Wiggin and Dana LLP's Erin Nicholls and Michael Clear arte de portada

Future Focused: Sophisticated Estate Planning

Future Focused: Sophisticated Estate Planning

De: Wiggin and Dana LLP's Erin Nicholls and Michael Clear
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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.© Wiggin and Dana LLP Economía Gestión Gestión y Liderazgo
Episodios
  • Ep. 63 – The Human Side of Planning with Brian Lasher
    Feb 24 2026

    In this episode of Future Focused, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls – and what it takes to move forward with clarity and confidence.

    Brian shares a human‑centered perspective on estate and succession planning, challenging the idea that these issues are primarily technical or tax-driven. He explains how fear, uncertainty, identity and unspoken expectations often create the real obstacles for families, business owners and leadership teams alike.

    Together, Michael and Brian discuss why clarity matters before documents, how unaddressed blind spots quietly erode value and trust, and why succession planning is ultimately about people, not spreadsheets.

    This episode is not about planning for the end it’s about planning for continuity, leadership, and confidence across generations.

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    35 m
  • Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities
    Feb 10 2026

    In this episode, host Michael Clear welcomes back Corporate Partner R.J. Kornhaas to unpack the critical responsibilities and risks associated with modern board membership. Michael and R.J. supply actionable insights on the legal and fiduciary duties board members must uphold, how to assess an organization before joining, and the questions every prospective director should ask. They share real-world advice for navigating boardroom dynamics and preparing for leadership roles, including when it might be appropriate to step down. Discover how effective governance and forward-thinking strategies can equip you to excel as a board member and make a lasting impact within an organization.

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    18 m
  • Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson
    Jan 21 2026

    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 how these non-binding documents can convey personal values, stories, and intentions, helping to avoid family conflicts and clarify estate planning decisions. The conversation hits on potential issues around timing, level of detail and audience when forming a legacy letter, but ultimately the most important consideration is to get started. Whether you’re just starting your estate planning journey or looking to deepen its impact, this episode offers practical insights to help you create a legacy that truly reflects who you are.

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    28 m
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