Latest / Taking Care of Tutu - Navigating Estate Planning and Probate with Aloha
042: When a Joint Trust Isn't the Best Idea
In this episode of the Taking Care of Tutu podcast, we break down some of the frequently asked questions from last week at our law firm, which turned out to be different versions of a central question: Should married couples always have a joint trust?
Spoiler alert — not always. Meg shares three common situations where a joint trust might actually create more problems than it solves. From blended family dynamics to costly income tax consequences and asset protection concerns, she explains how the right trust setup depends on more than just emotion — it's about strategy, clarity, and peace of…
The skinny
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