Our Blog - Surety Matters

  Fort Collins, Colorado is home base for New Belgium Brewing Company (think Fat Tire), Anheuser-Busch’s famous Clydesdales—and a hopping scene of craft and cider brewers. Whether you’re a brewer, consumer, traveler—or all of the…
Read Moreabout Craft Brewing: Fort Collins!

  San Antonio has grown by 8% in ten years. Estimates indicate a million more people will call the city home by 2040. Recognizing that airport expansion is critical to the regional boom, public leaders…
Read Moreabout $2.5 Billion Airport Expansion: San Antonio?

  A rising market is no longer a sure bet—and that, of course, makes retirement plan participants uneasy. It’s human nature to look for someone to blame for losses. When retirement is not secure, who’s…
Read Moreabout Blame: How About The Plan Sponsor?

Market Volatility and Retirement Plans Market volatility makes everyone nervous. Retirement industry executives suggest that now is a great time for plan sponsors to double down on efforts to communicate and share educational information with…
Read Moreabout Market Volatility and Retirement Plans

  Executing a will can be fraught with difficult tasks. For example, debts must be resolved before assets are distributed—and prolonged waiting can lead to anxious beneficiaries. Add grief to the mix and conflicts can…
Read Moreabout Do’s and Don’ts for Executors

When creating a trust, the designation of trustee is among the most important decisions the trustor makes. As a fiduciary, the trustee has significant responsibilities on behalf of beneficiaries—but may not necessarily have deep financial,…
Read Moreabout Directed Trusts: A Basic Overview

If you and your family are among the many millions of Americans who have not yet figured out how to pass your assets to the next generation (aka estate planning), try taking some creative inspiration…
Read Moreabout Encanto: Inspiration for Estate Planning

  State laws of intestate succession that typically date back to the 1950s determine the relations who receive our assets if we die with a will. Experts point out that this can create unfortunate disconnects,…
Read Moreabout Modern Families vs Intestate Succession?

State governments appoint notaries to act as impartial witnesses to the signing of important documents, essentially guarding against fraud by verifying identity. Though notaries do not provide legal guidance on the contents of documents, they…
Read Moreabout Understanding The Services Notaries Provide