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Morris Hall

Law firm

A/B Split – Asset Allocation

Join us from the comfort of your couch!

Date and Time TBA

Presenters: West Hunsaker from Morris Hall along with guest presenters, Tim Kerrigan and Steve Leach from Clark Street Financial

There are many important reasons for completing an A/B split when the first spouse passes away that benefit both for the surviving spouse and the beneficiaries after the second spouse passes. Understanding which accounts should go into the A trust compared to the B trust is a complicated process, but that is only the initial step that should be evaluated. Taking a revised investment approach once the assets have been transferred into the A & B trusts is a critically important step that is often overlooked.

Please join West Hunsaker from Morris Hall along with guest presenters, Tim Kerrigan and Steve Leach from Clark Street Financial as they address the important issues to consider when preparing for an A/B split and how to maximize your investment strategy once the split has been completed.

REGISTER NOW!

Yes! Send me the instructions on how to join this 90 minute estate planning webinar!

Texting Permission

You will be sent a custom Zoom link to join our webinar. If you have family or friends who would also like to watch, please complete individual registration forms.

West Hunsaker

West Hunsaker

West Hunsaker was born in Melbourne, Florida and moved to Phoenix, Arizona during his teen years. West was blessed to be born into a good family who taught him the importance of protecting your loved ones and helping others. These teachings have influenced every aspect of his life and were a motivating factor for joining Morris Hall as an estate planning attorney.

We look forward to seeing you!
Be sure to participate with your spouse, or feel free to invite a friend.

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Looking for an estate planning attorney near you? We have office locations in Phoenix, Mesa, Chandler, Scottsdale, West Valley, Carefree, Prescott, Sedona, Flagstaff, Tucson, and Oro Valley in Arizona so please visit us at the location that is closest to you.

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