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.
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