Our Blog - Surety Matters

Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
Read Moreabout Personal Representative Duties Explained

Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
Read Moreabout Age Well: Planning Advice for Women

When you own a construction business, there’s no better feeling than winning a juicy project and having it go exactly as planned. Unfortunately, of course, so many things can go wrong. That’s why having the…
Read Moreabout Systematic Success?

Of course not. That’s a sure path to screwing up the build right? But, using outdated approaches to people is quite likely negatively impacting the business. When it comes to human resources, despite years of…
Read Moreabout Using Outdated Blueprints?

Ergonomics is not a trendy new thing. Back in 1894, the split-level scaffold was designed to reduce bending, and the related wear and tear on the bodies of masonry workers. Similarly, tuning in to help…
Read Moreabout Preventing injuries : Ergonomics?

Hey, that sure was a nice low number. In fact, it won the bid. Hmm…now you just have to figure out exactly how you got to that calculation. What if you left margins and profits…
Read Moreabout Where Did We Get That Number?

All families should take estate planning seriously, but doing so is especially important when a family member has special needs. The cost of care services over a lifetime can be astronomical, making eligibility for public…
Read Moreabout Understanding Special Needs Trusts

Dual trends that do not bode well for most people are: the rising cost of care; and, the tendency toward longer lives. The cost of obtaining care in the face of capacity decline and illness…
Read Moreabout Estate Planning: Include Long Term Care

A straightforward approach to key performance indicators (KPIs) enables business owners to consistently make informed decisions. When we rely on intuition (or flip a coin), we may get lucky sometimes, but for sustainability and growth,…
Read Moreabout Simple Performance Indicators?