The Future Focused: Sophisticated Estate Planning, podcast explores high-level estate planning techniques and trends. It is ideal for professionals in the accounting, insurance, investment, and financial planning industries since each episode will offer concise and timely information on topics that are critical to the planning they do with their clients.
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On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St. Lucia for citizenship through investment, as well as Italy, Malta, Portugal, Switzerland, Greece, and Spain
On the fourth episode of our speaker series, Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas dive into the key compliance requirements of the Corporate Transparency Act (CTA) and its impact on small to medium-sized companies. They break down the new federal beneficial ownership registry, the filing requirements, and the challenges of identifying beneficial
In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one to sit
In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu
Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, Matt delves into crafting lifetime
Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025. In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust
With our second episode in our speaker series, Helen Heintz dives into the increasingly common practice of drafting prenuptial agreements. Highlighting the evolution of her clientele over nearly two decades, Helen outlines the shift towards safeguarding inherited wealth in first and second marriages—primarily driven by concerned parents wanting to protect assets for their children. Helen
We are pleased to launch our speaker series, a break from the traditional podcast format, with our premier episode featuring Partner Vanessa Maczko who will detail where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift
Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market conditions and the importance of
On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur’s guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on estate planning synergy and