Our Blog - Surety Matters

  Trends and their nifty sounding catch phrases have a way of sucking us in and spinning us around. Business will instantly be better if we adapt just this one magic strategy, right? Of course…
Read Moreabout Always In: Common Sense

  The U.S. Department of Labor got off to a running start this year, bringing allegations of fiduciary breaches against two different plan sponsors in federal court in Maryland. It’s worth taking notice that these…
Read Moreabout DOL: See You In Court

  It’s been two decades since a torrent of lawsuits began alleging that fiduciary failures were resulting in high fees for participants, and attorneys say the copycat claims are unlikely to stop anytime soon. There…
Read Moreabout A Win for Plan Sponsors?

  You already provide great customer service, smartly handle your social, just invested in a professionally designed website–all this and yet you still aren’t generating the new leads you want. Here are a few more…
Read Moreabout Stuck In A Rut? Marketing Ideas

  Continuous improvement sounds leisurely, but requires hard work. So much so, that large construction companies often invest in dedicated continuous improvement specialists. Here are some of the responsibilities typically involved in the role. Are…
Read Moreabout Continuous Improvement: Insights From Pros

  Most adults know estate planning is important, but for many of us, it remains a blurry notion for the “someday” list. Here’s help preparing: with clarity on who you will involve, and who you…
Read Moreabout Preparing For Estate Planning

  Confusion and conflict are unfortunate, but sometimes unavoidable upon the death of a loved one. Before pursuing courtroom resolution via probate litigation, consider negotiation or mediation, with the assistance of an experienced probate attorney….
Read Moreabout Alternatives To Probate Litigation?

  Trends toward both living and working longer are shifting how employees and employers have traditionally thought about financing retirement. Flexible hours and flexible benefits are becoming ever more important, and offering these benefits gives…
Read Moreabout Longevity Planning Vs Retirement Planning?

  While probate is the ordinary public process that settles our affairs when we die, probate litigation refers to legal contests requiring courtroom resolution. Examples of probate litigation include challenges to a will and lawsuits…
Read Moreabout Probate Litigation Explained