Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated Estate Planning. Hosts Michael Clear and Erin Nicholls sit down with Carl Peterson of Lindberg & Ripple to break down what PPLI really is, who it’s designed for, and why it’s gaining traction among investors with $5 million or more in investable assets.

Carl tackles common misconceptions, such as whether existing assets can be moved directly into a policy or how much investment control an owner can retain, while highlighting the significant tax advantages and administrative efficiencies that PPLI can offer.

Tune in for a clear, practical overview of one of today’s most powerful estate planning tools.

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.

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.