Navigating Trust-Funding Options

With historically high lifetime estate tax exemptions scheduled to sunset, high-net-worth clients are prioritizing estate planning with trusts and life insurance to capitalize on these high exemptions. The question of how to fund these trusts can be a big decision in the overall estate plan. This decision should consider macroeconomic factors such as rising interest rates and market volatility, along with personal client details such as age, goals and types of assets.

Having the ability to offer and illustrate various funding options based on the individual client’s situation can be the key to getting them to act. John Hancock Advanced Markets has industry-leading expertise in trust funding and financing as well as the ability to illustrate and compare up to six different options on one page, tailored to the individual client.