Archive for October, 2014

Living Trust 101: Marital Split Trust

  • October 7th, 2014
  • Katherine Becker
Living Trust 101: Marital Split Trust

In the first two posts of our three-part series on living trusts, we shared information about the Traditional AB Trust or QTIP Trust, and about the Disclaimer or Flex Trust. As we wrote in those posts, living trusts help protect your family members after your death. They help facilitate the avoidance of probate and some taxes, provides a way to choose beneficiaries, and allow you to easily make changes to your estate planning when circumstances change. In this final post, we will examine the last basic type of living trust that a married couple with children might choose to use in their estate planning.