Start the new year strong by tuning in to the latest episode of Hancock Talks where host Carly Brooks is joined by Kevin Blanton, an Associate Counsel in our Advanced Markets Group at John Hancock. They dive into the latest legislative trends and planning opportunities that may enhance client discussions in the year ahead. Some of the topics they’ll address include:
- The impact of recent inflation adjustments on the lifetime exemption
- The lifetime gift and estate tax-exemption sunset — and how to help your clients prepare now to avoid missed opportunities
- What today’s clients should consider when legacy planning
- Planning strategies that will resonate with business owners in 2024
- Legislative and regulatory trends to watch for
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
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