Are you and your spouse considering setting up a marital trust? At Mt. Diablo Trust, our Legal Document Assistants are here to help you through the process to create a solid foundation for your financial future. ALWAYS consult with your CPA or tax advisor when making these types of decisions.

What is a Marital Trust?

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 the estate of the surviving spouse before the remaining assets pass on to their children. It’s an excellent tool for estate planning, especially for couples with significant assets.

Benefits of a Marital Trust

• Tax Advantages: Marital trusts can help minimize estate taxes, allowing more of your assets to pass to your beneficiaries.
• Asset Protection: Your assets are protected from creditors and potential remarriage of the surviving spouse.
• Control: You can specify how assets are distributed after both spouses have passed away.
• Flexibility: Marital trusts can be customized to fit your unique financial situation and goals.

How We Can Help

At Mt. Diablo Trust, we specialize in helping couples navigate the complexities of marital trusts. Here’s how we can assist you:

• Document Preparation: We’ll help you draft all necessary legal documents accurately and comprehensively per your direction.
• Customization: We’ll work with you to tailor your marital trust to your specific needs and wishes.
• Explanation: We’ll break down complex legal jargon into easy-to-understand terms.
• Cost-Effective: Our services are more affordable than traditional attorney fees without compromising quality.

Why Choose Mt. Diablo Trust?

Our experienced Legal Document Assistants team has helped numerous couples create robust marital trusts. We combine expertise with a personal touch, ensuring your trust reflects your unique circumstances and goals.

Take Action Today

Don’t leave your family’s financial future to chance. Contact Mt. Diablo Trust today to start creating your marital trust. Our friendly team is ready to answer your questions and help you through the process.

Call us at (916) 671-4300 to schedule your consultation. Secure your family’s future with a marital trust, and let us help you get started today!