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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For many potential home buyers, purchasing a home can be daunting, especially in today’s housing market. It is often a huge financial burden, and many will need some assistance to close the deal. On this episode of “Future Focused: Sophisticated Estate Planning,” Partners Erin Nicholls and Michael Clear discuss several available options to assist with
There has been a longstanding effort globally and a lot of pressure on the United States to implement some sort of registry on a federal level for ownership of small and mid-sized entities. On today’s episode of “Future Focused: Sophisticated Estate Planning,” Partners Erin Nicholls and Michael Clear chat with Partner Carolyn Reers about the
Funding education at any level can be a large expense and may require a lot of advanced planning. In this episode of “Future Focused: Sophisticated Estate Planning,” hosts Erin Nicholls and Michael Clear discuss key strategies for funding educational expenses. They explore various options, including the direct payment of tuition, 529 educational funding plans, and
Trustees behaving badly? In this episode of “Future Focused,” Partners Erin Nicholls and Michael Clear discuss trusts and mechanisms available for a trust beneficiary to remove a trustee. From understanding the roles of trustees and educating beneficiaries to exploring communication breakdowns, compromise options, and even judicial routes, Michael and Erin provide expert insights and strategies
In this episode of “Future Focused,” Partners Erin Nicholls and Michael Clear discuss the operation of family foundations as a wealth planning strategy. They highlight the trade-offs between donor advised funds and private foundations, focusing on the annual requirements of private foundations. They cover topics such as federal reporting, the 5% minimum distribution requirement, state-level
In an ever-evolving landscape, it’s crucial to audit an estate plan and ensure it keeps pace with your life. On this episode, Partners Erin Nicholls and Michael Clear dive into the importance of revisiting your estate plan, examining the impact of changes in asset levels, evolving inter-personal relationships, relocating to a new state, and changes
With summer swiftly approaching, many families will be celebrating high school graduations and making plans to send those children off to college. But many are not prepared for the reality that parents lose their ability to access health and financial information related to their children after those children become young adults. Parents, therefore, may find
On this episode, join Partners Erin Nicholls and Michael Clear as they dive into a discussion on jurisdiction selection in the context of advanced planning strategies. What does it mean to select a jurisdiction when establishing a trust and what benefits are available when considering one jurisdiction over another? Erin and Michael address these questions
On this episode, join Partners Dan Daniels and Michael Clear as they discuss the importance of educating the next generation on estate planning matters. From the protection of assets in cases of divorce or litigation, to aligning a child’s assumptions with reality, you will gain insight on how best to structure a family meeting and
On this episode, join Partners Erin Nicholls and Michael Clear as they discuss mechanisms we have at our disposal to “fix” an irrevocable trust. The use of decanting, which is traditionally thought of as moving all the assets of one trust to a new trust, is one such mechanism. With the adoption of the Uniform