Author: Mark Easley

What Is a Marital Trust?A marital trust is a type of irrevocable trust designed to transfer a deceased spouse’s assets to the surviving spouse without triggering estate taxes. When the surviving spouse eventually passes, the trust assets are not counted as part of their estate—helping to reduce overall estate taxes. In addition to tax advantages, a […]

Planning Ahead: Legal Strategies to Address Cognitive DeclineCognitive decline is a reality many of us may encounter as we grow older. While it can be an unsettling prospect, facing it directly—and planning in advance—is key. Being prepared isn’t about expecting the worst; it’s about ensuring peace of mind for yourself and your loved ones. Whether […]

Creating a Trust Isn’t the Final Step—You Still Need to Fund ItYou did everything right—or so you thought. After months of meetings and decisions, you finally signed your trust documents with your estate planning attorney. A sense of accomplishment washed over you. The trust was done, official, and securely filed away. Fast forward a year. […]

Why Updating Your Estate Plan After a Divorce Is EssentialEven under the best circumstances, divorce can be a challenging and emotional journey. It often brings both financial upheaval and the painful end of a meaningful relationship. Amid all these life-changing transitions, updating your estate plan may not be top of mind—but it absolutely should be. If […]

What to Bring to Your Estate Administration ConsultationWhen a loved one passes away, their assets must be distributed to beneficiaries through a legal process known as estate administration or probate. While it’s possible to handle this process independently, working with an experienced probate attorney can help ensure everything is completed efficiently and accurately. That said, being […]

Making a Lasting Impact Through Charitable PlanningCharitable planning is a thoughtful and strategic way to incorporate philanthropy into your overall financial and estate plans. By identifying causes that reflect your values, you can create a giving strategy that not only supports meaningful work during your lifetime but also leaves a lasting legacy for years to […]