[VIDEO] Concept Corner – Gifting with Increased Exemptions from John Hancock

Last month we reported on the IRS inflation-adjusted lifetime exemption numbers along with how many high-net-worth clients are taking advantage of the additional exemption to fund their trust. To learn more about this strategy, and how your clients can implement it, watch this quick video where Advanced Markets’ Carly Brooks, AVP and Counsel, explains how you can help ensure your clients do not leave gifting dollars on the table.