Our Blog - Surety Matters

  Though not afraid of bidding, successful contractors use a thoughtful process for vetting the projects they choose to bid on. Having the ability to bid is an important capacity, but a “willy nilly” approach…
Read Moreabout Hungering For Your Next Bid?

  You’re far from alone if you feel like the day got out from under you via unproductive meetings, the back and forth of emails and a vortex of petty details. Absent a magic wand,…
Read Moreabout What Time Is It? 

The ERISA Act requires that every person who handles employee benefit plan assets or funds as well as any plan fiduciary be bonded with an ERISA fidelity bond. Those bonded must be bonded for at…
Read Moreabout Your Bond Might Not Be an ERISA Bond

Notaries provide an important public service by checking identification and witnessing signatures on a wide range of documents. Notary signing agents also check identification and witness document signing, but take on the added responsibility of…
Read Moreabout Understanding The Role: Notary Signing Agent

Changes in the law make the home stretch of the year an important time for retirement plan sponsors to be diligent about ensuring adherence to regulations. It’s wise, for example, to check in on operational…
Read Moreabout 2024 Year-End: Compliance Check

  While continuous training and multi-factor authentication helps, some experts predict that “zero-trust” is what it will ultimately take to protect money and information in the face of ever trickier cyber attacks created by generative…
Read Moreabout Multi-Factor Authentication, and Zero-Trust?

  Assigning assets to new owners can be a useful estate planning strategy, especially when circumstances make a speedy and private inheritance preferable. In essence, when asset ownership is effectively shifted ahead of death, the…
Read Moreabout Shifting Asset Ownership?

  Reckoning with the progressive cruelties of dementia is an ongoing and stressful process for impacted families. Though tendencies to deny and minimize the challenges are understandable, a proactive approach to designating decision makers to…
Read Moreabout Dementia and Guardianship?

  As the work of rebuilding after Hurricanes Helene and Milton unfolds, states across the country are pressing ahead with critical “infrastructure resiliency” projects designed to curtail damage and improve preparedness in the face of…
Read Moreabout Why Wait: Resiliency Projects