Today’s families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Carolyn…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Joshua Chadajo, Founder of JEC Philanthropy, for an insightful discussion on how intentional philanthropy can help donors…
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…
What is New York’s Pied-à-Terre Tax?
“Pied-à-terre” (French for “foot on the ground”) refers to non-primary residences used for occasional stays rather than a primary, year-round residence. On May 28…
On December 12, 2025, Governor Hochul signed the New York Electronic Wills Act into law, making New York one of at least fifteen states that will permit wills to be…
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 –…
