Blog Tax Implications of Marital Trusts: How Do They Differ? Learn the tax benefits and drawbacks of marital trusts, including estate tax, liability, and flexibility to decide which trust is best for you. Ed Silversmith, Jr. CFA®, CFP®, CPWA® 4/11/2026
Events and Webinars Trusts Unlocked: How to Use Trusts to Protect, Preserve, & Pass Down Wealth Watch this webinar recording to find out how trusts can be effectively used in your estate plan to manage taxes, protect wealth, and create a lasting legacy. David Carlson JD 3/25/2026