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Estate planning

Last Minute Year-End Planning

Topics: Estate planning, financial planning, year end

There’s a lot to consider as your clients assess their year-end financial plan, and estate planning is worth addressing. Join Carly Brooks, AVP and Counsel for the Advanced Markets group at John Hancock, as she explores strategic techniques to help your clients see their need for an estate plan and how to incorporate it into…

Interest Rates on the Rise – the effect of rising interest rates on popular insurance financing techniques used in estate planning

Topics: advanced markets, Estate planning, Interest Rates, Split-dollar

Interest rates are on the rise— and may impact popular finance techniques used in estate planning. Carly Brooks, AVP and Counsel for the Advanced Markets group at John Hancock explores some popular estate planning solutions that rely on interest rates and highlight the impact these might have on planning. Ultimately she will cover a solution…

Case Study Series- Private Split Dollar in Action – Ensuring a Legacy.

Topics: Estate planning, Split-dollar

Private split dollar is a flexible, relatively conservative, and cost-effective tool for incorporating life insurance into a multi-purpose estate plan, which can provide family security, generate estate liquidity, and create a multi-generational legacy. It is particularly important for clients whose net worth is concentrated in illiquid assets, such as family or closely-held businesses, real estate,…


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