Our Blog - Surety Matters

  Wills and trusts are both helpful estate planning tools. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. When wills are used, the public probate…
Read Moreabout Trusts and Wills: Understanding Differences

That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews:   “Since the DOL’s release of…
Read Moreabout Endless Responsibility Lists?

Plan Sponsor Worry List Retirement plan sponsors across the country find themselves with ever more to do—and worry about—especially in small businesses. Striving to provide employees with better benefits, keep up with regulations, address cybersecurity…
Read Moreabout Plan Sponsor Worry List

  When you’re in business to sell, chances are good that you are required to report and file the applicable sales taxes with your local and state governments. As a guarantee that you will do…
Read Moreabout Sales Tax Bonds Explained

  New executive orders from the White House leverage the Defense Production Act of 1950 to propel clean energy construction and, ultimately, increase the production of clean energy in the United States. Domestic Manufacturing Construction…
Read Moreabout Expanding: Clean Energy Construction

  Retirement plan participants have the right to request plan documents and information. When they make a request, it’s important to respond in a timely manner—and to keep a record of doing so. Pay attention…
Read Moreabout ERISA 104b Requests?

  The Senate’s Health, Education, Labor and Pensions Committee (HELP) has advanced the RISE and SHINE Act aimed at improving retirement security. It is anticipated that the Senate Finance Committee will now add to the…
Read Moreabout Public Leaders Agree: Securing Retirement

  Although many states now have expedited probate processes, lengthy delays can still occur. For example, if there is a challenge to the validity of a will, the probate process essentially comes to a halt—no…
Read Moreabout Will Contests Delay Probate

  When it comes to estate plans, there are no laws requiring parents to evenly divide assets among children. Equality often makes the most sense, both practically and emotionally. However, life circumstances may prompt questions…
Read Moreabout Fairness and Estate Planning