Our Blog - Surety Matters

  Try to avoid this mistake lawyers witness repeated in many families: assuming the next generation actually wants and can use the assets being set aside for them—sometimes at great sacrifice.   Reality Check—and Conversation…
Read Moreabout Estate Planning: Do They Really Want It?

Protecting a Grandparent’s Assets? Worried that grandmother is writing too many checks to a cause that seems questionable? Grandad gave his credit card number to who? Actually, what if they have unforeseen medical needs or…
Read Moreabout Protecting a Grandparent’s Assets?

  Most plan sponsors outsource retirement plan operations and administration to service providers, making it tempting to believe that cybersecurity is the responsibility of third parties too. Not so fast, say experts, including accountants. Here…
Read Moreabout Plan Sponsors and Cybersecurity?

  Employee dishonesty bonds are an important component of risk management plans for many types of businesses. Sometimes referred to as fidelity bonds, employee dishonesty bonds, just as the name implies, protect businesses from dishonest…
Read Moreabout Employee Dishonesty Bonds Explained

  Like other states across the country, California is leveraging federal and state dollars for game changing new approaches to building schools. The demand to let fresh air, nature, light, and color in, is adding…
Read Moreabout Modular Building: California Schools

  Maryland’s Forte George G. Meade is home to numerous partner organizations of the Army, Navy, Air Force, Marines and Coast Guard. Importantly, it’s also home to several critical federal agencies, including the National Security…
Read Moreabout Winning Bid: Forte Meade

  Among the many questions that retirement plan sponsors and their service providers confront is what to do when given a power of attorney (POA) for a plan participant. Indeed, designating a POA is an…
Read Moreabout Retirement Plans: Power of Attorney?

Plan sponsors across the country are leaning in to employee interest in better understanding their retirement finances and plan options. Efforts to provide increased financial education and access to advisors are underway. Curbing financial jargon…
Read Moreabout What Did You Say?

  Solid estate plans often involve both the establishment of a trust and a pour-over will. Both tools work well together to ensure that our affairs are as organized as possible, and curtail some of…
Read Moreabout Trusts and Pour-Over Wills?