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Products February 7, 2008
John Hancock Offers Resource on Tax and Estate Planning
John Hancock has formed a new team within its Special Markets Planning Group to function as a resource for financial planners and advisers who counsel clients about tax and estate planning.
Reported by Rebecca Moore
The new team is an external complement to John Hancock’s Special Markets Advisory Group, a company announcement said. The firm has named Brandon Buckingham, Vice President and Advanced Planning Attorney, to lead the group.
Other members of the new group include attorneys Jennifer Gugliotti, who joined John Hancock from KAF Financial Group, and Dru Donatelli, who joined from Sun Life. Both are specialists in tax, estate, and retirement planning.
“We’re now in a new era of retirement planning that is much more sophisticated and technical than in decades past,” said Hugh McHaffie, President of Wealth Management at John Hancock, in the announcement.
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