Estate Planning Isn't Over: What's Driving the Conversation
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Estate Planning Isn't Over: What's Driving the Conversation
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The clock on the estate tax exemption has stopped ticking for the first time in over a decade, but that doesn't mean estate planning conversations are slowing down. Morgan talks with Tracy Ullom from John Hancock's Advanced Markets team about what's driving these conversations now: less about net worth brackets and more about the client's underlying goals for their business, their heirs, and their legacy.
Tracy also breaks down the Great Wealth Transfer (over $100 trillion moving to the next generation over the next 20 years) and how life insurance fits into keeping wealth and businesses in the family.
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