Our Blog - Surety Matters

  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

  It’s common for government agencies to require professionals from different fields to obtain a license bond as a requisite toward licensure. Read on for everything you need to know about license bonds, from the…
Read Moreabout License Bonds Explained

Security leaders are advising businesses to tighten up basic cybersecurity practices and protocols, observing that malicious actors are exploiting fundamentally weak controls to break into businesses and wreak havoc with data and accounts.   Welcoming…
Read Moreabout Weak Controls: Threat Actors Welcome