Law firm
A/B Split – Asset Allocation
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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.
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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.
