Marital Trust

How It Works

Contents

What a marital trust is and its benefits

Purpose

Explains the various types of marital trusts

Uses

Show how the full tax benefits of a marital trust can be obtained and professional management of the funds

Sales

The management of the assets going to the surviving spouse are just as important to some clients as being sure all tax benefits are used.

Transitional Uses

This is a good explanation page when a marital trust is recommended.

Appeal

People who are very organized and spouses who are concerned as to how they would manage if something happened to their loved one.