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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Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversation with their kids about the value of money and the importance of
On this episode, Partner Michael Clear sits down with Larry Lipoff, CPA, TEP, CEBS, who is a Director in CohnReznick’s Trusts and Estates Practice, to discuss the key takeaways from the 58th Annual Heckerling Institute on Estate Planning Conference. They dive into topics such as the “Rockefeller Waterfall,” planning with fluctuating interest rates, a
Life insurance can be a valuable estate planning tool for generational wealth planning, creating liquidity and time diversification. On this week’s episode, Michael Clear and special guest Sarah Moore, Director of Advisor Relations at the Coyle Company, a firm that handles estate planning and business planning matters, discuss the importance of reviewing existing life insurance
The role of a conservator is often misunderstood and recent headlines about celebrity conservatorships tend to paint conservatorships in a negative light. However, in this episode, Hosts Erin Nicholls and Michael Clear, provide context to understanding the differences between conservatorship of the person and of the estate, voluntary and involuntary conservatorships, and how planning
With so many people fleeing their northern home states and heading south for a sunnier lifestyle, it’s more important than ever to understand the process of changing domicile and residence. On this week’s episode, Partner Michael Clear travels to sunny Florida and chats with Florida-based Partner Veronica Bauer on the necessary “checklist” to declare domicile
Ready to kick off the New Year and make good on all those estate planning resolutions? On this first episode of 2024, Partners Erin Nicholls and Michael Clear highlight the estate planning opportunities resulting from changes in estate, gift and generation-skipping tax exemptions and discuss why 2024 is a good year to consider making big
As we wrap up 2023, let us take a look back at some of the important estate planning topics that were discussed throughout the year. Our Partners Erin Nicholls and Michael Clear and their distinguished guests shared their expertise on a wide range of subjects, including Using Trusts for Your Beneficiaries, SLATs, Estate
As 2023 draws to a close, we gear up for a busy holiday season and start planning for 2024 (#FutureFocused). On this week’s episode, Partners Erin Nicholls and Michael Clear highlight a few things that clients and advisors should focus on as we near the end of the year, including putting the finishing touches on
On this episode of “Future Focused: Sophisticated Estate Planning,” Partners Erin Nicholls and Michael Clear sit down with Helen Heintz to discuss the intricacies of prenuptial agreements. From the nuances of defining separate and marital property to navigating potential pitfalls, they review the complexities and importance of prenups in protecting wealth. Helen also sheds light
For many, pets are part of their family like any other family member, sometimes more so. That said, who cares for your pets after your death, and what money can be set aside for their support? Questions like these are addressed on this episode of “Future Focused: Sophisticated Estate Planning,” where Partners Erin Nicholls