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Home 9 Podcast 9 Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026

Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026

January 6th, 2026

In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth at death. They also delve into the connection between trusts and divorce, highlighting recent troubling court cases. Michael and Erin encourage listeners to remain proactive in their estate planning as laws and strategies evolve.

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Michael T. Clear

Erin D. Nicholls

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