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Future Focused: Sophisticated Estate Planning  

Future Focused: Sophisticated Estate Planning

High-level financial techniques that are accessible and easily understandable

Author: Wiggin and Dana LLP's Erin Nicholls and Michael Clear

Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPAs, Insurance Professionals, Investment Bankers, Trust Companies, CFPs, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nicholls and Michael Clear, Partners of the Private Client Services department at Wiggin and Dana, LLP, with the aim of preserving the wealth that a family has worked so hard to create, we pride ourselves in offering value driven solutions and results. Head on over to Wiggin and Danas Private Client Services page where you can subscribe to this show on your favorite podcast platforms, share episodes with your clients, and follow our highly talented, creative, and experienced lawyers on LinkedIn for even more great insight.
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Language: en

Genres: Business, Education, How To, Management

Contact email: Get it

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Ep. 63 – The Human Side of Planning with Brian Lasher
Episode 63
Tuesday, 24 February, 2026

In this episode of Future Focused, host Michael Clear sits down with Brian Lasher, Managing Director at Euclid Harding, to explore why planning so often stalls – and what it takes to move forward with clarity and confidence.Brian shares a human‑centered perspective on estate and succession planning, challenging the idea that these issues are primarily technical or tax-driven. He explains how fear, uncertainty, identity and unspoken expectations often create the real obstacles for families, business owners and leadership teams alike.Together, Michael and Brian discuss why clarity matters before documents, how unaddressed blind spots quietly erode value and trust, and why succession planning is ultimately about people, not spreadsheets.This episode is not about planning for the end it’s about planning for continuity, leadership, and confidence across generations.

 

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