Everything You Need to Know About Marital Trusts

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.