Our Blog - Surety Matters

  The thought of not being able to undo a decision is downright scary—and generally more so when it comes to money. So why would anyone want to place assets in an irrevocable trust? Estate…
Read Moreabout Irrevocable Trust?

  When a will is made, the creator designates a fiduciary, typically referred to as an executor, to see that it is carried out in accordance with state probate protocols. During probate, it is critical…
Read Moreabout Executors: Go Above and Beyond

  Retirement plan sponsors are not only responsible for their own actions—they are obligated to monitor the other fiduciaries of the plan. Failure to monitor can result in being named personally liable in a lawsuit,…
Read Moreabout Failure To Monitor Other Fiduciaries

  Lawsuits against 401k plan sponsors are continuing at an “unprecedented pace,” with 2022 second only to the flood 2020 brought on. Attorneys point out that despite some modest signs of courtroom optimism for plan…
Read Moreabout Making Defendants Look Dumb?

  Identifying the right equipment at the right price is always a big decision for contractors and in uncertain economic times making the right choices is even more stressful. On the otherhand, who wants to…
Read Moreabout Equipment Spending?

  Among the public work generating action for contractors across the country is the modernization of airports—and not just the most famous ones in the biggest cities. In addition to billions of dollars from the…
Read Moreabout Public Works: Airports

  What matters most: equal or fair? Ensuring that adult children all benefit from a share of our assets requires clear thinking—and courageous communication. While it is easy and typical to say each child gets…
Read Moreabout Divvying Up The Estate?

  Wishing. Hoping. Wanting. These words convey suggestions, but not direct orders: they are precatory, and therefore not generally useful in official estate planning documents like wills or trusts, which demand absolute clarity. Nonetheless, attorneys…
Read Moreabout Precatory Language?

  Both the original SECURE Act, passed in 2019, and SECURE 2.0 enacted at the end of 2022, brought changes to the rules for required minimum distributions (RMDs). Experts caution retirement plan sponsors to pay…
Read Moreabout Staying Current: RMDs