Our Blog - Surety Matters

Got an icky feeling that a build is headed for delay but can’t quite nail down what to do about it? Check your data—you probably already have more intel at your fingertips than you realize,…
Read Moreabout Information At Your Fingertips?

Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
Read Moreabout Revocable Living Trusts 101

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
Read Moreabout No Trustee? Consider a Third Party

When projects end up in a nasty swirl of finger pointing and blame, it’s probably time to take a good look at clarifying goals, and roles. “Always make the customer happy,” is a nice mantra,…
Read Moreabout Teamwork: Clarity Please?

  From the foundations of homes to the complex infrastructure of bridges and tunnels, construction craft laborers are the backbone of the building industry. To address the significant gap between the demand for these workers…
Read Moreabout Craft Laborers: New Training Options

Retirement plan sponsors can easily find themselves going down the rabbit hole of ERISA requirements. Even the lingo can be head tripping. Given what’s at stake though, —-a retirement account is often the biggest asset…
Read Moreabout Fiduciary Duties: Ask Why

  Will the wave of ERISA lawsuits related to the handling of retirement plan forfeitures result in a potential upheaval of how these funds must be managed? Only time will tell, but as allegations continue…
Read Moreabout ERISA Hot Button: Forfeitures?

With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
Read Moreabout Addiction and Estate Planning

Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
Read Moreabout Digital Accounts? Estate Planning Tips