It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

Everything You Need to Know About Marital Trusts

1 min read
·June 26, 2024
Share This

Curious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at wealth.com and Thomas Kopelman, Head of Community at wealth.com 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.

Share This

Other Categories

  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

  • Product Announcements

    Get the latest updates about wealth.com's product offerings.

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.