The Practical Planner

Everything You Need to Know About Marital Trusts


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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.

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