Over deze 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 afleveringen · Management
Future Focused: Sophisticated Estate Planning
Over deze 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…
Recente afleveringen
- 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 jul · 22 min
- Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors28 mei · 20 min
- Ep. 65 - When AI Walks Into the Estate Planning Meeting12 mei · 15 min
- Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson10 mrt · 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 dec 2025 · 27 min
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