In the latest episode of Hancock Talks, Todd Steinberg, partner at Loeb and Loeb, joins Carly Brooks, Head of Advanced Markets at John Hancock, to share his deep expertise in the areas of fiduciary litigation and high-net-worth estate- and income-tax planning. Todd walks us through the typical IRS examination process and highlights some of the most common triggers for an estate-tax audit. This episode also covers:

• How to help your clients avoid an estate-tax audit
• Whether the Inflation Reduction Act could impact estate and gift audits
• Tips for financial professionals to use when discussing intergenerational planning with high-net-worth clients
• Ways to help clients feel comfortable with flexible planning

For financial professional use only. Not intended for use with the general public.

Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. 

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