Episode 28: Planning for 2023 — insights from Advanced Markets
In our latest episode of Hancock Talks, gain valuable insights that can improve your upcoming planning discussions. Kevin Blanton, Associate Counsel of our Advanced Markets team, discusses the 2022 developments that impact the planning landscape, what may be next and how clients can prepare despite unknowns, including details on:
- Current wealth-transfer strategies to meet today’s needs
- Actions clients are taking in relation to the basic exclusion amount
- This year’s most significant legislative changes and legal decisions
- Whether the recent elections may result in new tax laws
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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