Episode 36: Estate-planning strategies for foreign nationals

Tune in to the latest episode of Hancock Talks to help empower your success in the foreign-national space. Gain key planning insights for this growing market from a discussion featuring Ruth Mattson, a speaker and author on international estate planning topics and a partner at Boston’s Verrill Law, a firm that provides estate and tax planning to multinational clients and their families. Ruth and host Carly Brooks, Head of Advanced Markets at John Hancock, will dive into foreign-national planning opportunities and strategies, sharing their expertise on:The differences in planning for multinational families compared to US citizens Details on the new law — the Corporate Transparency Act — and the reporting it will require as of January 1, 2024How US life insurance policies can be used to help address foreign-national planning needsCommon planning mistakes — and how to avoid themFor 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.MLINY102523952-4