Our Blog - Surety Matters

  Speed, service and a good deal are in more demand then ever, with interest rates rising and buyers competing to find the homes of their dreams in the locations of their dreams. Refinancing is…
Read Moreabout Great Mortgage Broker?

  Mobile notary services are making it more convenient then ever to attend to the important documents that move lives and businesses forward. A number of public institutions and private businesses are also recognizing the…
Read Moreabout Notaries: On The Move

  Among the important decisions we must make when writing a last will and testament is designating a personal representative to handle our affairs when we die. It’s useful to understand the terminology, duties and…
Read Moreabout Personal Representative Explained

Representing clients who may be experiencing a change in capacity presents lawyers with serious challenges and ethical considerations. What can and should a lawyer do when a client’s changing capacity seems to require attention? Legal…
Read Moreabout Diminished Capacity?

Denied! That’s what’s happening in federal courts across the country as retirement plan sponsors struggle with defense against fiduciary breach allegations based on claims of excessive fees. An analysis by Bloomberg Law reveals that for…
Read Moreabout Motion To Dismiss?

  Best practices related to company sponsored retirement plan documents include carefully saving all plan documents for the life of the plan, adhering to the terms described in the plan documents, and keeping records that…
Read Moreabout Retirement Plan Documents

  What if a notary does not realize that identification, like a driver’s license, is fake, and inadvertently enables a costly act of fraud? Who is responsible for the lost funds—the notary? In a recent…
Read Moreabout Notaries and Fraud?

  Issuing required notices and filing reports—within the mandated timeframes—are among the ongoing duties of plan sponsors. Tardiness and other oversights are damaging, with consequences ranging from lawsuits on behalf of participants, to regulatory audits,…
Read Moreabout ERISA Penalties: Adjusted for Inflation

  As the investment options offered to retirement plan participants continue to undergo intense examination in the face of a swell of lawsuits, experts encourage plan sponsors to consider “layering.” Effective layering on investment menus…
Read Moreabout Managing The Investment Menu: Layering