Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Estimated 4m read
Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Help clients start planning for 2026 estate and gift tax exemption cuts

Estimated 4m read
Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Help clients start planning for 2026 estate and gift tax exemption cuts

Estimated 4m read
Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Help clients start planning for 2026 estate and gift tax exemption cuts

Estimated 4m read
Webinar

How advisors can help clients plan for the 2026 estate tax sunset

Date
Tuesday, July 18, 2023
Time
2pm EST / 11am PST
Duration
45 minutes
Featuring
Ryan Mattern
Advanced Sales
Modern Life
Tracey Ullom
Associate Counsel - Advanced Markets
John Hancock
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By Modern Life
June 15, 2023
By Modern Life
Jun 15, 2023
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Summary
1
How to talk to clients about the upcoming estate tax sunset, including the importance of beginning to plan today
2
Planning and insurance strategies to help clients take advantage of today's historically low tax rates before they expire
3
Ways to maximize flexibility for clients who are uncertain about legislative outcomes
3

In January 2026, the current lifetime estate and gift tax exemption of nearly $13 million will be cut in half. Families who do not take advantage of the current rules may lose the ability to save on estate taxes, sacrificing $6 million or more in tax-free gifting.

Join experts from Modern Life and John Hancock for a discussion about the  current estate planning landscape and how high-net-worth clients can capitalize on the high lifetime estate tax exemptions before they expire. Gain insights into potential legislative outcomes, alternative funding options, and conversation starters for clients.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
How to talk to clients about the upcoming estate tax sunset, including the importance of beginning to plan today
2
Planning and insurance strategies to help clients take advantage of today's historically low tax rates before they expire
3
Ways to maximize flexibility for clients who are uncertain about legislative outcomes
4
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