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Everything You Need to Know About Marital Trusts

1 min read
·June 26, 2024
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Curious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at and Thomas Kopelman, Head of Community at and Co-founder of AllStreet Wealth discuss the three main reasons to set one up, including:

  • Concerns over how your spouse may use your assets
  • Tax planning purposes, including the the generation-skipping transfer (GST) tax
  • Asset protection

They dig into each reason and get into specifics of situations when having a Marital Trust can be beneficial.

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