What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust. Marital trusts have multiple…

What Is a Marital Trust and How Does It Work?

July 1, 2021
Bill O’Leary, Esq.
Elder Law, Estate Planning, Power of Attorney

What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…

Blended Family Calls For Protecting Children and New Spouse

According to a study by the Pew Research Center, remarriages are on the rise. Four out of 10 marriages are now remarriages. Half of previously married seniors have remarried again.

Will Stepmother Take Dad’s Money When He Dies?

Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.