Our Blog - Surety Matters

Notaries Public witness so many of our life-changing decisions, such as powers of attorney, estate, prenuptial agreements, real estate transactions and many other activities that enable our civil society to operate.  Given the seriousness of their…
Read Moreabout Public Protection: Notaries and Notary Bonds Explained

  When a trust is established as part of an estate or care plan, it may be wise to designate a professional fiduciary to administer it. Professional fiduciaries can relieve loved ones and friends of…
Read Moreabout Trusts: Naming A Professional Fiduciary?

  Safeguarding, maintaining, and ultimately selling off a family home tends to be one of the biggest and most time consuming responsibilities executors face when bringing the affairs of a loved one to closure through…
Read Moreabout Probate Challenge: The Family Home

  It’s been almost five years since supply chain disruptions became newsworthy, but the challenges to the construction industry show no signs of letting up. Short of a magic wand, it might be helpful to…
Read Moreabout Succeeding Despite Challenges

  In the scurry to better leverage technology in the construction business, don’t be too quick to rule out wearable technology. The options are growing for everything from AR Glasses and VR Headsets to Motion…
Read Moreabout Wearable Tech?

  Claims focused on “failed fiduciary process” related to the use of plan forfeitures  continue to bubble up. With the lawsuits winding through federal courts, it’s too early to know if they will trigger the…
Read Moreabout Forfeiture Claims: Copycats?

  When the Employee Retirement Income Security Act makes headlines, it’s usually something for plan sponsors to worry about, such as lawsuits, increased regulatory measures or cybersecurity concerns. But here’s celebratory ERISA news: the 50th…
Read Moreabout Celebrating ERISA At 50?

  The fiduciary duties of retirement plan sponsors apply to both the interests of participants and beneficiaries. Accordingly, it is essential for plan sponsors to make sure the processes for designating, reviewing and updating beneficiaries…
Read Moreabout Beneficiary Designations: Essential Practices

  As plan sponsors across the country wander into the swirl of lifetime income options becoming available, ERISA experts remind them to stay focused on the essence of their fiduciary duties–prudence and loyalty–whenever assessing plan…
Read Moreabout Assessing New Products?