Our Blog - Surety Matters

The probate courts appoint personal representatives to settle the affairs of the deceased when there is no will. A personal representative takes control of the assets (aka estate) of the deceased and distributes them to…
Read Moreabout Accountable To Beneficiaries: Personal Representatives

  Observing that the cybersecurity guidance provided this year by the Department of Labor (DOL) is very high level, leaving details somewhat fuzzy, legal experts suggest specific actions for plan fiduciaries. Beware that the DOL…
Read Moreabout Action Steps for Fiduciaries: Cybersecurity

In the face of heightened and ongoing security threats, the Society of Professional Asset Managers and Recordkeepers (SPARK) has developed specific recommendations about what plan sponsors can do to prevent retirement account fraud. The suggestions…
Read Moreabout Fraud Control and Retirement Accounts?

Experts observe that during the pandemic, participants started asking more questions about investment plans and fees, ultimately pointing to flaws that hinder retirement savings to thrive. Now, a swell of new ERISA lawsuits are advancing…
Read Moreabout Flawed Retirement Plans?

New research shows that 70% of workers between the ages of 18 and 23 are saving for retirement. Though their account balances are modest, pension experts observe that this is a promising trend, given that…
Read Moreabout Gen Z: Most Ready To Retire?

With 54% of public school districts across the country needing to replace or update multiple buildings, leaders are creating new approaches to speed things up.   Speeding Up The School Building Process?   A 2020…
Read Moreabout Back To School? Builders Needed

We’ve all heard about the rapid pace of growth in Austin and San Antonio. What about New Braunfels? Located between Austin and San Antonio, New Braunfels is the third fastest growing city—in the country! New…
Read Moreabout Bidding on New Braunfels?

  Taking care of loved ones or friends is a tremendous responsibility. Legal advisors point out that in some circumstances, conservatorships can be the right solution for protecting  the finances and legal affairs of someone…
Read Moreabout Time for a Conservator?

  If we become incapacitated, and when we ultimately die, there is so much our families will need to know and do—while grieving. Putting an estate plan in place and communicating about it while we…
Read Moreabout Let’s Talk About It: Estate Planning