Season 1 · Episode 19
Everything You Need to Know About Marital Trusts
The Practical Planner · wealth.com
June 25, 202429m 11sExplicit
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Show Notes
Curious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at [wealth.com](http://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.