Our Blog - Surety Matters

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!

  Born between 1997 and 2012, members of Gen Z are the first generation to have grown up with smart phones and social media embedded in their lives. They are generally thought to be financially…
Read Moreabout Gen Z Beneficiaries?

  While it is important for everyone to have a plan for aging, those embarking on the journey alone—sojourners—arguably need to be the most proactive about putting plans in place. Perhaps the most challenging aspect…
Read Moreabout Aging Solo? Appoint A Fiduciary

  Although executors are designated when a Last Will and Testament is created, they do not officially undertake their duties until appointed at the onset of probate proceedings. In some states, including New Jersey, probate…
Read Moreabout Appointed In Surrogate Court: Executors

  Because they can be customized based on circumstances and personal preferences, including a desire for privacy, trusts are very handy in estate planning. The legal underpinnings of all trusts are similar, but the variations…
Read Moreabout Secrecy and Practicality Too: Trust Types

  When divorce interrupts life, there’s a lot to be resolved, which can be overwhelming. Nonetheless, attorneys remind us not to overlook estate plans, whether they have been fully detailed or partially formed. Documents, named…
Read Moreabout Divorce and Estate Plans?

  The thought of not being able to undo a decision is downright scary—and generally more so when it comes to money. So why would anyone want to place assets in an irrevocable trust? Estate…
Read Moreabout Irrevocable Trust?

  When a will is made, the creator designates a fiduciary, typically referred to as an executor, to see that it is carried out in accordance with state probate protocols. During probate, it is critical…
Read Moreabout Executors: Go Above and Beyond