Our Blog - Surety Matters

Transparency with family members, friends and business partners is key throughout our lives—and holds true when establishing a trust too. Estate planning specialists urge transparency with both the designated trustee and beneficiaries, to avoid both…
Read Moreabout Trusts: Set Everyone Up For Success

A state of the art space for next gen social scientists and business leaders is slated for completion in 2024 at Marist College’s Poughkeepsie campus. With the vision of pollinating ideas across disciplines Marist has…
Read Moreabout Constructing a New Idea Hub

Highways, bridges, public transit, and water infrastructure are all on the docket, as Phoenix, Arizona expands and innovates. Coming in at number eight on the American Society of Civil Engineers 2022 listing of “best places…
Read Moreabout Phoenix: Busy Building

  April 2023 is the effective date for implementation of the new energy codes as federal buildings are constructed—or retrofitted. Since the federal government owns more buildings then any other entity in the country, the…
Read Moreabout Constructing With New Energy Codes

  Ambitious designs and big budgets are fueling airport construction across the country. So much has changed since most of our nation’s airports were built over 40 years ago. Environmental considerations are at the forefront…
Read Moreabout Building Ambitiously: Airports

  Yes, that’s an item for the to-do list when a loved one dies, though it’s not likely to be high on anyone’s radar when the time comes. Sadly, “I didn’t know…” is a frequent…
Read Moreabout Changing the Name on Utility Bills

  Ideally, while we have the ability to do so, making a will, appointing an executor, and communicating plans with loved ones ends up being helpful in more ways then we even imagine. Unfortunately, sometimes…
Read Moreabout Invalid Will? Red Flags

  Escalating lawsuits and costly settlements are driving up the price of critical insurance coverages for retirement plan sponsors and other fiduciaries. Nonetheless, ERISA law experts stress the importance of securing both fiduciary and cyber…
Read Moreabout Affordable Fiduciary and Cyber Liability Insurance?

ERISA law experts remind us that the Department of Labor has robust investigatory resources dedicated to the pursuit and curtailment of fiduciary breaches and prohibited transaction rules. Amidst major enforcement priorities and projects, compliance basics…
Read Moreabout Retirement Plans: Active Enforcement?