Our Blog - Surety Matters

  The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
Read Moreabout The Duty of Prudence: 5 Compliance Actions

  Though a painful decision, parents can choose to leave a child out of the will. There is no law saying parents must leave assets to children—or divide their assets evenly among children. Estate planning…
Read Moreabout Disinheritance?

  Estate planning experts say that although adding a loved one to a bank account may seem like an efficient way to pass the associated assets forward when we die, doing so can actually lead…
Read Moreabout Joint Account? Cautionary Advice

  A Registered Investment Advisor (RIA) has a fiduciary duty to act in the best interest of clients. Experts explain what that means for clients, as well as how a Registered Investment Advisor Bond serves…
Read Moreabout Registered Investment Advisor?

  Everyone knows notaries sign and stamp documents. That’s it, right? Nope! Notaries are responsible for following state protocols detailing how, when and where to apply a notary stamp. These details are reflected on the…
Read Moreabout Notary: Sign, Seal and…?

  Interest in yoga and pilates has been steadily growing for years—and in many ways, the pandemic spurred even greater interest in flowing, flexing, stretching and becoming more mindful. Instructors find themselves with waitlists, online…
Read Moreabout Good Times: Yoga and Pilates

  Although hopefully avoided through careful planning and good communication, significant disappointments, delays, and conflicts are not uncommon upon the death of a loved one. Hurt feelings alone are insufficient cause for initiating probate litigation….
Read Moreabout Probate Litigation: Outcomes?

  Being fair to children does not always mean ensuring assets are equally gifted via an estate plan. Age, health, special needs, educational and vocational goals are among the dynamics that can make doing what’s…
Read Moreabout When Being Fair Counts: Pot Trusts

  With labor a constant concern throughout the construction industry, experts say investing in the right people is more crucial now then ever. Whether or not there is a recession, indicators point to the continued…
Read Moreabout The Right People