Touchstone Talks: Ep. 8 - Protecting What You’ve Built: Estate Planning Insights for Business Owners
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Touchstone Talks: Ep. 8 - Protecting What You’ve Built: Estate Planning Insights for Business Owners
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In this episode, trust and estate attorney Michael Clear, Partner of Wiggin and Dana discusses how thoughtful estate planning can help business owners preserve and protect the wealth created through a lifetime of work. He explains the strategic use of trusts—revocable and irrevocable—to minimize estate taxes, provide asset protection, and ensure family continuity. Clear emphasizes the importance of starting planning well before a sale—ideally two or more years in advance—to take advantage of valuation discounts and tax benefits. With a counselor’s mindset, he guides clients through not just the technical but also the personal aspects of planning, helping families clarify goals, communicate effectively, and set up structures that reflect their values and future aspirations.
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