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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear
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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 CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, 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 Dana’s 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.
Top 20.6% by pitch volume (Rank #10320 of 50,000)Data updated Feb 10, 2026

Key Facts

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N/A
Episodes
61
Founded
N/A
Category
Management
Number of listeners
Private
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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/future-focused-sophisticated-estate-planning
Reply rate: Under 2%

Latest Episodes

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Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson

Wed Jan 21 2026

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In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison discuss the interplay of legacy letters, also known as ethical wills, in estate planning and emphasize how these non-binding documents can convey personal values, stories, and intentions, helping to avoid family conflicts and clarify estate planning decisions. The conversation hits on potential issues around timing, level of detail and audience when forming a legacy letter, but ultimately the most important consideration is to get started. Whether you’re just starting your estate planning journey or looking to deepen its impact, this episode offers practical insights to help you create a legacy that truly reflects who you are.

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In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison discuss the interplay of legacy letters, also known as ethical wills, in estate planning and emphasize how these non-binding documents can convey personal values, stories, and intentions, helping to avoid family conflicts and clarify estate planning decisions. The conversation hits on potential issues around timing, level of detail and audience when forming a legacy letter, but ultimately the most important consideration is to get started. Whether you’re just starting your estate planning journey or looking to deepen its impact, this episode offers practical insights to help you create a legacy that truly reflects who you are.

Key Metrics

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Pitches sent
30
From PodPitch users
Rank
#10320
Top 20.6% by pitch volume (Rank #10320 of 50,000)
Average rating
5.0
Ratings count may be unavailable
Reviews
1
Written reviews (when available)
Publish cadence
N/A
Episode count
61
Data updated
Feb 10, 2026
Social followers
132

Public Snapshot

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ManagementPodcastsBusinessEducationHow To
Country
United States
Language
English
Language (ISO)
Release cadence
N/A
Latest episode date
Wed Jan 21 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
1–2 weeks
Public band
Replies received
1–5
Public band

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Presence & Signals

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Social followers
132
Contact available
Yes
Masked on public pages
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Private
Hidden on public pages
Guest format
Private
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No public profiles listed.

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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Frequently Asked Questions About Future Focused: Sophisticated Estate Planning

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What is Future Focused: Sophisticated Estate Planning about?

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 CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, 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 Dana’s 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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