Our Blog - Surety Matters

With disruption, change, and uncertainty impacting businesses of all kinds, construction business owners may be feeling especially stressed. There’s no time to stick your head in the sand, though. Positive results require flexibility, trying new…
Read Moreabout Action Steps for Uncertain Times!

Running really behind? Hit a snag? Scope of work issue? While it may be tempting to put off giving bad news to customers, proactive communication always turns out best. Make it easier to share unfortunate…
Read Moreabout Bad News? Communicate It!

That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
Read Moreabout How Long Does Probate Take?

Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
Read Moreabout Estate Planning: Tips for Collectors

If you are like most construction business owners, you are hoping to grow your business but just can’t seem to make it happen. The good news-bad news is you are very likely your own biggest…
Read Moreabout Growth Plan? People Plan!

Got an icky feeling that a build is headed for delay but can’t quite nail down what to do about it? Check your data—you probably already have more intel at your fingertips than you realize,…
Read Moreabout Information At Your Fingertips?

Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
Read Moreabout Revocable Living Trusts 101

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
Read Moreabout No Trustee? Consider a Third Party

When projects end up in a nasty swirl of finger pointing and blame, it’s probably time to take a good look at clarifying goals, and roles. “Always make the customer happy,” is a nice mantra,…
Read Moreabout Teamwork: Clarity Please?