À propos de ce 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 épisodes · Management
Future Focused: Sophisticated Estate Planning
À propos de ce 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…
Épisodes récents
- Ep. 68 - Creating a Circle of Care: Planning for Independence and Peace of Mind4 août · 29 min
- Ep. 67 – Giving with Intention and Impact: Aligning Philanthropy with Values and Legacy20 juil. · 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 mars · 25 min
- Ep. 63 – The Human Side of Planning with Brian Lasher24 févr. · 35 min
- Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities10 févr. · 18 min
- Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson21 janv. · 28 min
- Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 20266 janv. · 23 min
- Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II17 déc. 2025 · 27 min
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