A/B/C

Marital

Trust

Today, families are very complicated!

In many cases (40%) multiple marriages may complicate disposition of family assets as children from prior marriages could lose out on designated assets if your spouse spent down all the family assets after your death.

A Revocable Living Trust with a Martial "A/B/C" Funding Mandate:

  • Assures that your spouse will get the maximum marital deduction available under tax laws

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  • You will receive the same protection as your spouse

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  • Children from separate parents can be accounted for separately per your desire

This is part of our standard trust product and enables both spouses to get the same protection for one basic price.