You may have thought about your goals for the future—like retiring early or buying a vacation home—but what about further down the road? What happens to your assets when you’re gone? What happens to your loved ones? How can you be sure that your spouse is financially secure when you die? These are essential planning questions to ask, but the uncertainty surrounding them can often leave us with more anxiety than confronting our own mortality.

Luckily, one way to help ensure that your spouse and family are taken care of is by including comprehensive estate planning into your financial plan. Depending on your situation, that may include one or more of the many kinds of spousal trusts. This playbook will outline a few topics such as:

• What is a trust?
• Common types of trusts:
  • QTIP trust
  • SLAT trust
  • Marital trust
  • A or B trust
  • Revocable living trust
• Distribution of trust assets to beneficiaries

It will also include details about their many potential benefits and costs associated to help you start to think about whether adding one is right for you.