Our Blog - Surety Matters

 Achieving educational goals can be life-changing—as is the gift of paid tuition! A trust can be a great way to gift education to family members. Unlike a will, a trust, overseen by a trustee, allows…
Read Moreabout Educational Goals and Family Trusts

The 2028 Olympics give urgency to completing construction plans of all kinds throughout Los Angeles. Athletic venues, transportation and residences for competitors are all in need of attention. So are water and power supplies. Building…
Read Moreabout Los Angeles Olympics: Builders Please

Toward solutions in the face of complex infrastructure issues across the country, Louisiana State University and Louisiana Tech have announced the creation of a new Center for Innovations in Structural Integrity Assurance (CISIA).  Structural Integrity…
Read Moreabout Building Solutions?

Studies find that retirement plan participants crave more clear communication. Jargon is off-putting for everyone—and especially for Generation Z and Millennials. Industry experts conclude that even small changes can increase clarity, understanding and engagement. What…
Read Moreabout Retirement Lingo: Scratch The Jargon

  If you are a plan sponsor, responsible—that’s you. In fact, ERISA law obligates you to be more careful with the retirement assets of your employees than you are with your own money. Irresponsibility—whether or…
Read Moreabout Responsible?

Sacramento’s newest K-8 public school welcomed students back to school this fall, after the builders overcame the challenges of building through the disruptions of the pandemic—and even managed to shave $5 million off the budget….
Read Moreabout Welcome In: Sacramento’s New School

Construction firms that build stadiums have an arena full of stakeholders to please. Fans, home team management and advertising sponsors all want a say in the action. Public officials—representing taxpayer dollars of course have a…
Read Moreabout Stadium Construction?

Unlike wills, trusts do not pass through the public probate process—and therefore can protect a family’s privacy. Some families, however, end up with public conflicts even when a trust has been established. Take, for example,…
Read Moreabout Out of Trust?

Every state has a probate process: legal steps through which property is transferred from the dead to the living. If there is a will, it is admitted to probate court to initiate the process. If…
Read Moreabout Probate and Personal Representatives?