Our Blog - Surety Matters

  When a home with an outstanding mortgage is gifted as part of an estate plan, the debt does not just evaporate upon the death of the owner. Even so, family homes are often the…
Read Moreabout Inheriting A Home–and The Mortgage

  Although there have been enrollment dips, and birth rates are down, the impetus to create state of the art, and healthy school buildings for the next generation remains strong. Billions of dollars are committed…
Read Moreabout K-12 School Construction Trends

  The American Society of Civil Engineers reports that the $550 billion allocated in the Infrastructure Investment and Jobs Act (IIJA) is preventing our infrastructure from deteriorating. However, without sustained funding efforts at the national,…
Read Moreabout Good News+Bad News=More Work Ahead

  Adding adult children to accounts (aka “joint tenancy”) is one way to allow assets to pass on to them expediently, without going through the public process of probate, upon your death. Joint tenancy is…
Read Moreabout Joint Accounts and Probate?

  Revocable trusts are the most common type of trust. Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals. Part of the appeal, as…
Read Moreabout Why Are Revocable Trusts So Handy?

  Understand the key changes brought by SECURE 2.0 in 2024 that can help companies strengthen their retirement plans and better address the needs of employees. Changes include age-based contributions, student loan matching, emergency savings,…
Read Moreabout SECURE 2.0 in 2024: Key Changes for Employers 

  Baby Boomers are living longer than earlier generations, and many have developed skills employers rely on: if every eligible Boomer fully retires as soon as eligible, employers will face labor shortages. No wonder businesses…
Read Moreabout Flex-Tirement? Grand-ternity?

  Expert legal help is a good idea during estate planning, while navigating probate as a personal representative, or when serving as a trustee. Here are examples of the legal processes attorneys can guide you…
Read Moreabout Getting Help: Estate, Probate and Trust Administration

  Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling…
Read Moreabout Should The Executor of a Will Use Discretion?