Our Blog - Surety Matters

In many families, a home, is the most valuable asset—making parents eager to pass it on to the next generation. There are different options for doing so, depending on the circumstances. Thoughtful estate planning can…
Read Moreabout The Family Home: Passing It On?

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
Read Moreabout Investment Advice for Participants?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
Read Moreabout Revenge Spending vs Retirement Savings?

  Compared with the pre-pandemic megaproject starts of 2019, current big builds are fewer. Nonetheless, despite all the challenges and disruptions impacting the construction industry, billion-dollar building goes on.  Breaking Ground According to Dodge Data…
Read Moreabout Analytics: Building Big?

  What’s growing in San Antonio? Everything! Starting with the population, which has grown by 8% in the past ten years. It’s estimated that more than a million more people will call San Antonio home…
Read Moreabout Building Action: San Antonio

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
Read Moreabout Lifetime Income: Annuity Interest?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
Read Moreabout On The Hook: Errors Caused By Providers?

  Some Trust and Estate lawyers are observing a rise in claims of undue influence related to the affairs of decedents who suffered from dementia. The recent Matter of Varrone from Surrogate’s Court in Queens…
Read Moreabout Undue Influence?

Family disputes over real estate or gifts. Contesting wills or trusts. Conflicts about guardianships or conservatorships. These are all examples of issues that can result in lengthy probate litigation cases. Experts advice families on the…
Read Moreabout Probate Litigation?