[PODCAST] Hancock Talks — Is Trust and Estate Planning About to Drastically Change? From John Hancock

In this new episode of Hancock Talks, two knowledgeable and insightful guests — Michael Amoia, of Crump Insurance Services, and Michael Fontanini, of Lion Street — sit down with Carly Brooks, AVP & Counsel to discuss the sweeping tax law changes, which if enacted, would impact wealth transfer and trust planning. Help your clients understand what’s on the horizon, including:

• A summary of the proposed changes, such as changes to grantor trusts and “use it or lose it” estate tax exemptions
• Options clients may wish to consider with their financial professionals — both now and after potential enactment
• Where to find Advanced Markets tools and resources

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