Our Blog - Surety Matters

  If you’ve made an estate plan, good for you: you’re ahead of many people in gifting your family (and yourself) with peace of mind. However, keep in mind, estate planning is not a “once…
Read Moreabout Updating Estate Plans: A Checklist

  Under the eyes of the law, trusts are separate and unique entities, and this is why they are incredibly useful estate planning tools. Trusts can be set up to accomplish a variety of goals….
Read Moreabout Trusts: Separate and Unique Entities

  As incidents of extreme weather continue to make news around the country, it’s clear that many of our surface transportation systems are not up to the challenge. Increasing resilience in the face of everything…
Read Moreabout Extreme Weather: Transportation Resilience

  Are they all gone? Yes, no, maybe? While it’s true that dream sites on untouched land are scarce, that doesn’t mean there are no good building sites available. It does make it increasingly worthwhile to…
Read Moreabout Good Building Sites?

  Creating a will is an important way to organize affairs and prevent loved ones from having excess stress when we die. At the time a will is made, a trusted individual is designated to…
Read Moreabout Executing A Will: Duties Explained

  As Baby Boomers transfer trillions to younger generations, there are many decisions to be made, not just about what estate planning tools to use (wills or trusts) but about fundamentals, like whether to make…
Read Moreabout Wealth Transfer: OutRight Or In Trust?

  Even as The Department of Labor continues efforts to clarify the fiduciary rule, it’s critical for plan sponsors to understand and act in accordance with the fundamentals of the role under the standards of…
Read Moreabout Fiduciary Basics for Plan Sponsors

  The financial pressures on workers are many. Student loans, home purchases, caregiving, and health expenses all get in the way of saving for retirement. No wonder financial worries weigh down on employees, impacting businesses…
Read Moreabout Toward Better: Retirement Saving Success

  Every year, the DOL’s Employee Benefits Security Administration (EBSA) recovers funds for the participants of company sponsored retirement plans, and 2023 was no different. Enforcement action and complaint resolution, as well as the abandoned…
Read Moreabout On Behalf of Participants: Funds Recovered