Episode 39: Unlocking the heart of estate planning — leaving a final act of love

Explore the tender side of estate planning in the latest episode of Hancock Talks, where host Carly Brooks delves into planning’s compassionate essence with Nikki Marie Sherwood, a partner in Nutter’s Private Client Department. Drawing on her extensive experience, Nikki shares how prioritizing the emotional aspects of estate planning can elevate your practice and enrich the legacies of your high-net-worth clients. Tune in for guidance on: 

• Inspiring action: Uncovering the emotional motivations behind estate planning
• Maximizing trust planning: Leveraging non-tax advantages to help achieve clients’ goals
• Leaving a “legacy” property: Strategies for seamless property succession
• Navigating sensitive conversations: Addressing family dynamics, philanthropy and core values with finesse
• Crafting personalized letters of intent: The significance of impactful legacy letters and tips for creating them  
• Preparing for tax changes: Proactive steps to help affluent clients prepare for upcoming sunset of estate tax exemption

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.

MLINY021324105-4