Episode 19 : Get a jumpstart on 2022 with insights from Advanced Markets

In this episode of Hancock Talks, we focus on the estate-planning landscape and the impact of potential tax legislation, both today and during the year ahead. We’re joined by Kevin Blanton, Associate Counsel with John Hancock’s Advanced Markets group, to discuss:

  • Advantages of acting now to help your clients benefit from the present exemptions for estate and gift taxes — and the Generation-Skipping Transfer Tax (GSTT) — and options for those who want to wait 
  • Current and potential legislative changes and how they can impact financial planning 
  • Estate-planning strategies to help clients better prepare for whatever the future holds

 

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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