Über diesen Podcast
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…
69 Folgen · business
Future Focused: Sophisticated Estate Planning
Über diesen Podcast
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…
Neue Folgen
- Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind4. Aug. · 29 Min.
- Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy20. Juli · 22 Min.
- Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors28. Mai · 20 Min.
- Ep. 65 - When AI Walks Into the Estate Planning Meeting12. Mai · 15 Min.
- Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson10. März · 25 Min.
- Ep. 63 – The Human Side of Planning with Brian Lasher24. Feb. · 35 Min.
- Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities10. Feb. · 18 Min.
- Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson21. Jan. · 28 Min.
- Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 20266. Jan. · 23 Min.
- Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II17. Dez. 2025 · 27 Min.
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