Mar 06 2025 25 mins 7
One of the biggest decisions a married couple faces when setting up an estate plan is whether to create a joint trust or separate trusts. The right choice depends on several factors, including how they manage their finances, asset ownership, and estate planning goals. In this episode, we’ll break down the pros and cons of each option and discuss when a joint trust makes sense versus when separate trusts are the better choice.
A joint trust can be ideal for couples with shared finances and assets, simplifying estate management. On the other hand, separate trusts offer more flexibility and protection, particularly for couples with different financial situations, blended families, or distinct estate goals. We’ll break down the key scenarios for each choice and provide insight into how your specific needs can influence the right decision.
Here’s what we discuss in this episode:
0:00 – Intro
0:39 – Show update
4:37 – Joint trust
7:17 – Separate trust
11:25 – What do clients choose?
13:31 – Can you change after?
16:57 – Key takeaways
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