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 Highlighting cases where outdated estate plans
Future Focused
Private Wealth Insights
Future Focused, published by Wiggin and Dana LLP, covers topics related to private client services with a focus on estate planning, trust administration, and probate litigation. The blog discusses legal strategies for managing and protecting family wealth, including the use of revocable trusts, gift and estate tax planning, and fiduciary responsibilities. It also addresses emerging issues such as the impact of recent tax law changes, the role of technology in estate planning, and the emotional and procedural aspects of probate disputes. The content includes practical guidance on navigating complex legal developments affecting private clients and their advisors.
Latest from Future Focused - Page 12
Speaker Series: Divorce-Proofing Your Dynasty with Trusts
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 Highlighting cases where outdated estate plans…
A Guide to Estate Planning for Tangible Assets
Ep. 35 – Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors
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…
Estate Planning and Divorce: Lessons from In re E. Earl Lyden Trust
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
With our second episode in our speaker series, Partner 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…
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
With our second episode in our speaker series, Partner 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…
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
With our second episode in our speaker series, Partner 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…
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
With our second episode in our speaker series, Partner 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…
Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do”
With our second episode in our speaker series, Partner 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…

