Please join us for an exclusive webinar with Michael J. Walker, CLU, ChFC, a top executive from John Hancock, discussing the hottest emerging trends in Estate Planning. Get ahead of your competition, create new opportunities and increase your profitability! Topics to be covered include:
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Estate planning is income tax planning
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Preserving a step-up in basis may become more important
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Zero-gift techniques to preserve gift exemptions
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Consider the impact of the net investment and distribution (applicable to trusts) strategies