Our Blog - Surety Matters

  Global mobility and international business means families and friends are increasingly spread across the world. When making an estate plan, if assets are owned in one country but intended for beneficiaries in other countries,…
Read Moreabout International Will?

  Sometimes the “older old,” who still have memories of the Great Depression, as well as individuals who suffer with dementia or other illnesses, cling to and hide cash or other tangible valuables, leading to…
Read Moreabout Stashed Cash?

  Because a trust allows for the distribution of funds at designated intervals, establishing a trust that includes plans for pets is a very useful way to ensure furry friends receive continuous care. When earmarking…
Read Moreabout Pet Trust: Details Please

  The pace of climate change is outpacing updates to building codes, but contractors are not off the hook. If confronted with related claims, contractors are likely to face questions about “what they should have…
Read Moreabout Foreseeable Conditions?

  That’s the number of new workers the Associated Builders and Contractors (ABC) estimates are needed to keep construction moving—just this year. To overcome the shortage, and thrive for the go forward, it’s critical to…
Read Moreabout 500,000 New Workers Right Now?

  Settlements to resolve alleged ERISA violations reached record highs in 2023. Claims brought on behalf of plan participants related to fees, investment performance, and more continue to wind through courts. In an effort to…
Read Moreabout Curtailing Frivolous Litigation?

  Speaking at a Plan Sponsor Council of America convening, Lisa Gomez, the Assistant Secretary of the Employee Benefits Security Administration, emphasized the importance of cybersecurity insurance, and observed that many plan sponsors are confused…
Read Moreabout Cybersecurity Insurance: Yes, Plan Sponsors Need It

  Revocable trusts, sometimes referred to as “living trusts,” can accomplish a lot, and therefore often play a foundational role in estate plans. Assets placed in revocable trusts by-pass the public process of probate, ensuring…
Read Moreabout Pros and Cons of Revocable Trusts 

  While it’s important for every adult to have an estate plan, those who own businesses need to go even further, integrating personal estate planning with a succession plan that details how a business will…
Read Moreabout Questions for Business Owners