What is an AB Split?

In this video, Ellen Cookman guides you through the complexities of A/B Splits in Trusts, a financial planning strategy often used after the death of a spouse. Originating as a tax-optimization method, A/B Splits have evolved into tools for control and legacy protection.
The video dives into the historical context, explains modern-day uses, and offers a step-by-step demonstration for asset allocation. Aimed at offering comfort and clarity during a challenging life event, this resource aims to be both informative and emotionally supportive.
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[@michellekim6954]

Excellent content

[@ellencookman-EstatePlanningSNT]

Thank you!