Our Blog - Surety Matters

  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

  To effectively leverage federal infrastructure dollars—and achieve successful builds—governors recognize ever more efficiency is needed across multiple, complex systems. Their appointed infrastructure coordinators are taking on mission critical work in states across the country….
Read Moreabout Dig Once: Coordinators Please

Despite high costs and service lags, travel is up, up and away this summer. Suddenly it seems that everyone who can is looking to make up for the losses brought on by Covid. Some long-time…
Read Moreabout Revenge Travel: Agents Please

  What is the right amount of money to leave adult children? This is an important question for families who have had the good luck to accumulate more money then necessary for a satisfying and…
Read Moreabout Inheritance: Too Much?

  When estate plans involve trusts, lawyers advise careful consideration in naming the trustee. Families may think they are immune to conflict, but grappling with death and financial decision making can present difficult challenges for…
Read Moreabout Trustees: Impartiality and Good Judgment

  Despite the hard work of retirement plan sponsors across the country, only a relatively small percent of Americans have financial plans for retirement. Meanwhile, only a tiny percentage of those who have retired describe…
Read Moreabout Are We There Yet?

  False and exaggerated information about the environmental, social and governance (ESG) merits of investment options have gotten the attention of the Securities and Exchange Commission (SEC). Plan sponsors: are you sure you know what’s…
Read Moreabout Greenwashing?

  The American Council of Engineering Companies has recognized New York City’s Moynihan Train Hall for “most outstanding engineering effort” of 2021. Located across 8th Avenue from the infamously dingy Penn Station, Moynihan Train Hall…
Read Moreabout Winner!