Clarity is a central feature of good estate planning, and estate planners and clients alike take comfort in knowing that wishes are expressed clearly. When it comes to clearly identifying…
After a decedent’s death, fiduciaries face income tax decisions that directly affect how quickly assets become available, when tax payments come due, and what returns must be filed. Often, the…
Ep. 66 – The Lifecycle of Art Ownership: Key Legal, Tax, and Practical Considerations for Collectors
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Kenley Stark, Counsel in the Private Client Services Department at Wiggin and Dana, for an…
How is artificial intelligence reshaping estate planning discussions, and where does it fall short? In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear examines the growing…
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…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls –…
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…
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…
Each year, thousands of taxpayers relocate for warmer weather, lower taxes or new opportunities. However, failure to properly change domicile can cost these taxpayers a hefty and unexpected tax bill. …
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why…
