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Cyber for Plan Sponsors 12.07.2022

Security Breaches Defined

  Since the Department of Labor issued Guidance in 2021 directing retirement plan sponsors to monitor the cybersecurity protocols in use by service providers, there has been a great deal of confusion about what exactly…
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Security Breaches Defined
Court Bonds 12.07.2022

Unclaimed Estate: $11 Million

  When Joseph Stancak died in Chicago at the age of 87, he left behind $11 million, and had no will. Now, six years later, 119 distant relatives have been identified and will inherit a…
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Unclaimed Estate: $11 Million
Court Bonds 12.07.2022

Life Estates Explained

  In many families, property, specifically the family home, is the most important asset for consideration during estate planning.  Accordingly, lawyers share advice about how the dual goal of remaining securely at home while we…
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Life Estates Explained
Contract Surety 12.06.2022

Breaking Ground?

  Although residential construction continues to lag, nonresidential construction and infrastructure builds are on the move. There’s even some optimism and murmuring that recession is not a foregone conclusion. Ready to dig in? Here’s where…
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Breaking Ground?
Contract Surety 12.06.2022

Five Construction Trends for 2023

  Headed into 2023, increased hiring of women, new construction materials, green building, modular and prefabricated building and all things tech are making it to the top of the to do list—especially for builders intent…
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Five Construction Trends for 2023
Cyber for Plan Sponsors 12.02.2022

Compliance: Year End Responsibilities

  The end of the year is an important time for retirement plan sponsors to review plan documents and plan operations. Discretionary changes as well as amendments for compliance must be properly reflected in plan…
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Compliance: Year End Responsibilities
Cyber for Plan Sponsors 12.02.2022

Cybersecurity: What About Your Vendors?

  Business owners of all kinds are learning fast: cybersecurity strategies and tactics are integral to running a successful company. Attention to the cybersecurity protocols of any and all vendors (aka service providers) the company…
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Cybersecurity: What About Your Vendors?
Court Bonds 11.30.2022

What Is a Trust?

  Estate planning increasingly involves the establishment of a trust, which is a practical way to designate funds for our own needs and for beneficiaries, including children or those with special needs. Trusts allow for…
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What Is a Trust?
Court Bonds 11.30.2022

Probate Complications

  Probate is the legal, public process that brings closure to our affairs when we die. Probate protocols vary by state, and at some point, most families will navigate the appropriate proceedings upon the death…
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Probate Complications