Michael Clear @mclearct
Joined February 2009-
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Michael Clear retweeted
When a trustee becomes ineffective, trust administration can be compromised. Check out our latest blog article for strategies on replacing trustees, including resignation strategies and leveraging trust terms, to help minimize disputes. bit.ly/47BLQ0F
@jennyrozelle @TomHenske has some great info and ideas on this topic.
Love it when Rudolf visits the family on Christmas Eve.
Michael Clear retweeted
On April 24th, Private Client Services Partners Michael Clear and Erin Nicholls will be speakers at the Financial Planning Association of Connecticut (FPA) State Conference. For more information and to register for this event, click here: wiggin.com/events/2024-fp…
Michael Clear retweeted
In this advisory, authored by Vanessa Maczko and Mi-Hae Russo, they delve into the differences between donor-advised funds and private foundations. To read the advisory, click here: wiggin.com/publication/ch…
Michael Clear retweeted
On this week’s podcast episode, Michael Clear and special guest Sarah Moore, discuss the importance of reviewing existing life insurance policies and portfolios to ensure they align with long-term estate planning goals. To listen, click here: wiggin.com/podcast/life-i… #lawfirm
Michael Clear retweeted
On this episode of “Future Focused: Sophisticated Estate Planning,” we discuss key strategies for funding educational expenses. To listen - click here: wiggin.ink/42GD8L6
Michael Clear retweeted
The Wiggin and Dana Private Client Services Team is proud to announce that associate Kaitlyn Pacelli has been accepted into The New England Fellows Institute of @ACTECNEWS. To read more, click here: wiggin.com/news/associate… #trustsandestates #lawfirm
Michael Clear retweeted
IRS announces its annual inflation adjustments for federal estate, gift, and generation-skipping transfer (“GST”) tax. In this advisory, we review the exemptions for 2024, and highlight changes from 2023. To read the advisory, click here: wiggin.com/publication/cl… #lawfirm
Michael Clear retweeted
We are back with a NEW episode! On this week's episode of “Future Focused: Sophisticated Estate Planning,” we discuss the intricacies of prenuptial agreements. To listen to the full episode, click here: bit.ly/47U05vk #estateplanning #prenup #lawfirm
Michael Clear retweeted
For many, pets are part of their family like any other family member, sometimes more so. On this episode, we discuss various estate planning approaches for your pet. Tune in to be "Purr-Fectly" prepared! 🐶😺🐴 To listen, click here: bit.ly/3FnTxcp #lawfirm #podcast
Michael Clear retweeted
When two of @SpiderBaseball's All-Time Greats were meeting up at The House That Ruth Built, you know that @Spider__TV had to be there! Great to see @Yankees @TheMayorsOffice & @BlueJays @MarkBudzinski07 at @Yankeestadium! #OneRichmond #MLBSpiders 📺: youtu.be/WftFeBIPAr0
Our newest Future Focused podcast - strategies for educational expenses podcasts.apple.com/us/podcast/fut…
Michael Clear retweeted
In this episode of "Future Focused: Sophisticated Estate Planning," hosts Erin Nicholls and Michael Clear discuss key strategies for funding educational expenses. To listen, click here: bit.ly/c2c9523 #lawfirm #podcast #estateplanning
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