Estate Planning Opportunities
With estate-tax exemptions at an all-time high, interest rates at historic lows and post-inauguration tax law changes potentially coming, 2021 is likely to bring unprecedented planning opportunities in the high-net-worth (HNW) space.
What is your strategy for tapping into the HNW market?
Let John Hancock Advanced Markets be your guide. We have a talented team of attorneys and consultants available on demand to help you tap into the HNW market. In this month’s Advanced Markets News, we also provide an overview of our best-in-class tools, resources and illustration capabilities, designed to position you for success.
Focused on gifting? Use the following tools to help your HNW clients learn more about gifting opportunities:
- Share the client-approved lifetime gifting guide to help your clients understand the role gifting can play in planning
- Download the sample gifting presentation, which provides insight into the type of custom client presentations you can create.
What about clients who want to “wait and see” what happens? Offer solutions that may help your “on-the-fence” clients create a flexible plan today, such as:
- Leverage low interest rates to fund a plan that can be put in place now, but also gives clients the flexibility to wait and see when and if they want to use their gifting exemption
- Explore spousal-access provisions to help clients who are concerned about giving irrevocable gifts