Our Blog - Surety Matters

Many of us are longing for a get-away and even researching the possibilities for the year ahead. With the logistics of safe travel top of mind, more people are likely to seek expertise from travel…
Read Moreabout Travel Agencies: increased Business Ahead?

Across the country, millions of notaries public are appointed by state governments to help deter fraud, but rarely do we hear about how this public service is regulated—or modernized. Change is underway. National Recognition for…
Read Moreabout Bringing Notarization Practices Into the 21st Century

Court-appointed estate guardians accept significant fiduciary responsibilities. Understand the legal commitment. When Is a Guardian of the Estate Necessary? LegalZoom defines guardianship of adults as: A legal mechanism whereby a suitable person makes important decisions…
Read Moreabout Guardian of the Estate: Understanding the Duties

  Sponsors of retirement plans increasingly face claims for breach of fiduciary duties. Examples include cases concerning “excessive” 401(k) plan fees. The National Law Review offers some practical advice. The Heavy Weight of Claims According…
Read Moreabout The Importance of Documenting Retirement Plan Investment Decisions

Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Start With…
Read Moreabout Consider a Trust for Beneficiaries with Special Needs

To say the least, some retailers are succeeding during the pandemic by delivering a lot of new belongings to customers across the country. Stuck at home, consumers with means are shopping. What’s happening with all…
Read Moreabout Bound To Deal Junk?

The IRS has announced that the elective deferral limit for employee contributions to 401(k) plans for 2021 will remain at $19,500. However, it’s still an important time of year for plan sponsors to communicate with…
Read Moreabout Year End Communications About Retirement Savings

  As retirement plan sponsors juggle compliance with ERISA—and the evolving landscape of cybersecurity threats—legal experts advise increased diligence. Stay Current The first known use of the word cybersecurity was in 1989—nearly fifteen years after…
Read Moreabout ERISA Pre-dates Modern Computing But Cybersecurity Counts!

  If you are responsible for the well-being of an elderly person, now is a good time to update safety measures aimed at increasing protection against scams and identity theft. Guardians and Conservators: Take Extra…
Read Moreabout Scams Are On The Rise: Protect The Elderly!