Today’s families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Carolyn Reers, a partner at Wiggin and Dana, and Suzanne Shier, counsel at Levenfeld Pearlstein, to discuss the forces driving today's cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.

As co-editors of the third edition of the ABA Guide to International Estate Planning: Design, Administration, and Compliance, Carolyn and Suzanne offer an inside look at the creation of the guide and the practical tools it provides for advisors and families navigating an increasingly interconnected world.

In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Andi Hughes, Director of Strategic Partnerships at TrustHouse, for an insightful discussion on concierge home care and the role it plays in helping individuals and families navigate complex care needs for safety, dignity, and peace of mind. Andi explains how proactive care planning, trusted care teams, and highly skilled nursing support can help families manage cognitive decline, chronic illness, recovery from surgery, transition from addiction recovery programs, and reentry from residential treatment programs for mental and behavioral health needs. The conversation explores the importance of creating a “circle of care” that includes family members, advisors, medical professionals, and caregivers, as well as the benefits of early intervention, care coordination, and aging in place. Michael and Andi also discuss caregiver burnout, family dynamics, and how concierge home care can provide valuable peace of mind, helping families prepare for the future before a crisis occurs.

In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Joshua Chadajo, Founder of JEC Philanthropy, for an insightful discussion on how intentional philanthropy can help donors align their charitable giving with their core values and priorities rather than simply reacting to requests or tax-driven considerations. Josh shares strategies that help donors better understand their giving patterns, evaluate impact, and create a more meaningful philanthropic plan. The conversation also explores the importance of donor engagement, measuring effectiveness, involving the next generation in charitable giving, and documenting family values to build a lasting philanthropic legacy.