Our Blog - Surety Matters

  Indeed, wills are a great way to designate assets for beneficiaries and appoint guardians for minor children. Estate planning experts remind us, however, that trusts can come in handy in the face of many…
Read Moreabout A Will Should Be Fine?

  At its roots, probate is simply the public process of settling debts and distributing assets upon death. If a will has been made, the designated executor handles the process in accordance with state probate…
Read Moreabout Avoiding Probate Mistakes

  The use of plan forfeitures to offset employer contributions has been a longstanding practice of retirement plan fiduciaries. Nonetheless, new lawsuits are now alleging that this widespread practice is a violation of ERISA. Although…
Read Moreabout Is It A Violation?

  Among the complications for employers sponsoring 401k plans is the handling of deductions when retroactive contributions are made. Now, attorneys caution that the Internal Revenue Service (IRS) is signaling heightened interest in audits related…
Read Moreabout Heightened Interest: IRS Audits

  Despite the many challenges of working in construction, employees are fairly happy these days. In fact, a recent survey found that construction “tops a list” of fields in which workers are overall quite content….
Read Moreabout Happiest Workforce?

 Though listening to trend reports and predictions from economists, policy makers and business gurus can be mesmerizing, the best way for contractors to actually plan for the future is to focus on producing a positive…
Read Moreabout Planning Ahead: Cash!

  Recognizing that the high cost of living (and student loan debt) makes it hard for workers to save, many employers are trying new strategies to inspire more engagement with company sponsored retirement plans, and…
Read Moreabout New Strategies To Help Employees

  With a total of over $10 trillion of retirement savings now accumulated in employer sponsored retirement plans, the stakes for safeguarding them are high indeed. The dollars and data require ever better cybersecurity–and ultimately,…
Read Moreabout Can The Stakes Get Any Higher?

  What do you have? What do you want to accomplish? Who do you trust? These are the three fundamental questions an attorney helps you answer as your estate plan takes shape. While it is…
Read Moreabout Estate Planning: Three Questions