Our Blog - Surety Matters

  The possibility of living a longer life than previous generations makes it more important than ever to thoughtfully map out care and financial plans and scenarios. In fact, estate planning now goes way beyond…
Read Moreabout Safety Net for Older Age?

Reducing worry, protecting loved ones, being prepared in case of our own incapacity…All of these are good reasons to make an estate plan when life is going well. Still, however, most of us procrastinate. Here…
Read Moreabout Procrastinating? Estate Plan Motivation

  It’s welcome news that so many members of Generation Z are demonstrating interest in skilled trades, that they’ve earned the nickname “the toolbelt generation.” Even amidst the scramble to bring these new workers into…
Read Moreabout Retention Tips: Gen Z

Here’s hoping. Propelled by post-COVID travel zest, federal funding investments, and maybe even the sheer need to elevate our travel infrastructure, airport builds are going strong across the country. In fact, most states have at…
Read Moreabout Improved Travel Experiences?

  Unlike the assets placed in a trust, the assets left to beneficiaries in a will must pass through the public process of probate before being distributed. Although the expediency and privacy trusts allow can…
Read Moreabout Why Do Wills Go Through Probate?

  After making a will, setting up a trust, or putting other care and estate plans in place, most people instinctively look to relations and close friends to serve as the fiduciaries who take on…
Read Moreabout When A Professional Fiduciary Makes Sense

  Sooner or later, regulators discover ERISA Bond failures, and in addition to penalties, audits and investigations can follow. Anyone, with any role in handling a company sponsored retirement plan, must, by law, have an…
Read Moreabout ERISA Bond: Are You Compliant?

  According to the nonpartisan Government Accountability Office (GAO), the push for disclosing the fees associated with 401k plans over the past ten years is benefitting both participants and plan sponsors. Important work remains to…
Read Moreabout Progress: Plan Fee Transparency

Sometimes referred to as a notary signing agent (NSA), or simply a closing agent, a closing notary is trained and trusted to present the documents related to mortgage and real estate transactions. Given the complexity…
Read Moreabout Closing Notary?