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 Jon Linford 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. (from )

zoom.us/webinar/register/6016310341146/WN_HTBDlKhORo2NAglge0MUcQ

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  October 7, 2021 from 2:00 to 3:00 pm

  October 7, 2021 02:00 to October 7, 2021 03:00
• 3300 North Central Avenue, Phoenix, AZ

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