Our Blog - Surety Matters

Though we all know cyber threats are out there and we are in some way responsible for the protection of the retirement plan, we are not always clear on the specific kinds of actions that…
Read Moreabout Three Levels of Responsibility: Cybersecurity

  Planning, saving and investing for retirement has always been full of unknowns and these days, retirement plan participants and sponsors alike find themselves particularly bleary eyed. Experts encourage plan sponsors to try focusing on…
Read Moreabout Quantifiable Results?

  Depending on your news source, you may have heard that Wynonna and Ashely Judd inherited nothing from their famous mother, Naomi. Lawyers remind us that the appointment of Larry Strickland, Naomi’s husband of 33…
Read Moreabout Executing Naomi Judd’s Will

  Can two churches disinter and remove cremains (cremated remains) from a burial ground without the consent of the families involved? Reversing a judgment from the Probate Court, The Massachusetts Appeals Court found for the…
Read Moreabout Grave Appeal: Protecting Burial Grounds

  When your company is structured as a Limited Liability Company (LLC), its a good idea for the operating agreement to detail what happens with each member’s ownership upon death. Keep in mind that being…
Read Moreabout LLC Agreements and Estate Plans

  Please outlive me. That’s how many spouses feel: they’d rather not be the one left behind. Since we just never know what our next chapters of life hold, estate planning is important—and marital trusts…
Read Moreabout Marriage and Trusts?

  Mix-ins. Enhancements. Coffee. The Dirty Shirley. There’s a lot to keep up on in the business of alcohol sales, including, interest in ready to go drinks. Read on for some of the latest trends…
Read Moreabout Trending: Alcohol Sales

  Mortgage bankers and brokers can both help home buyers secure loans. Both are typically required to secure bonds to guarantee applicable laws are followed. The primary difference between mortgage bankers and brokers is: mortgage…
Read Moreabout Mortgage Banker vs Mortgage Broker?

  Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
Read Moreabout 401k Plan Sponsorship: Going It Alone?