Don’t Let the Sun Go Down on Your Estate Planning Goals

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Knowing that the sun is setting on the historically high lifetime gift and estate tax exemptions does nothing to advance your client’s estate plan. But fear not, Advanced Markets has a range of options available to help your clients take advantage of the current exemptions before it’s too late. John Hancock has multiple products and capabilities that make us the logical choice when it comes to acting before the estate tax sunset in 2026 — our new blog, 6 before ’26, outlines these options.

Do you work with clients that own particular assets or share similar traits? So do we! Our new client profiles highlight specific concerns and offer potentially unique solutions based on shared characteristics. Read our Wealthy Global Citizen and Car Dealership Owner profiles today, and check back for more segments coming soon.

Not sure whether a particular client will be subject to estate tax after 2026? We have an estate tax calculator that can help you determine whether there might be any tax liability and, if so, potentially how much. This is a great tool that provides an estimate and to use when you are discussing the sunset with your wealthy clients.

For even more resources that can help you plan for your clients’ estate taxes before the high exemptions sail off into the sunset: 

While the looming sunset has focused attention on federal estate taxes, don’t forget the impact state laws can have. Our interactive Know the law map provides up-to-date information on state income, estate and inheritance taxes, as well as the creditor protection states afford to life insurance cash value and death benefit (hint: they’re often protected to some degree). 

Additional Advanced Markets resources are available at JHSalesHub.com.