Estate Planning in an Uncertain Environment
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Adapt your action.
Our client’s needs and the world around them change constantly. New legislation. Tax changes. Rising and falling interest rates.
Uncertainty can create hesitation. But when planning for a wealth transfer to the next generation, the key is to move forward while providing flexibility and control.
Discover three estate planning strategies we see working today and into the future. Ranging from simple to complex, the concepts can help clients take action without delay. After the webinar, you’ll walk away ready to bring these ideas to your clients and stay agile while creating a lasting legacy.
Sam Rocke leads the advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.
Tracey Ullom is an attorney with a demonstrated commitment to solve complex problems through innovative strategies. As part of the Advanced Markets team at John Hancock, she collaborates with financial and legal advisors to develop strategies and solutions to solve clients’ retirement, tax, estate planning and business continuation needs.