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In this new episode of Hancock Talks, two knowledgeable and insightful guests — Michael Amoia, of Crump Insurance Services, and Michael Fontanini, of Lion Street — sit down with Carly Brooks, AVP & Counsel to discuss the sweeping tax law changes, which if enacted, would impact wealth transfer and trust planning. Help your clients understand what’s on the horizon, including:

• A summary of the proposed changes, such as changes to grantor trusts and “use it or lose it” estate tax exemptions
• Options clients may wish to consider with their financial professionals — both now and after potential enactment
• Where to find Advanced Markets tools and resources

For financial professional use only. Not intended for use with the general public.

This material is not intended to provide advice. It is intended to promote awareness and is for educational purposes only. The opinions and views expressed in this podcast are those of the participants and do not necessarily reflect the opinions of John Hancock.

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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