Our Blog - Surety Matters

  When accepting the request of a loved one or friend to serve as a trustee, keep in mind that the role comes with official, fiduciary obligations. In other words, as a trustee you are…
Read Moreabout Checklist for Trustees

  Unfortunately, the death of a relative or friend can bring about unexpected reactions from beneficiaries–some of which can cost the estate a good deal of money, resulting in losses for other beneficiaries. Fortunately, in…
Read Moreabout Litigious Beneficiary

  Though separating from a partner is never easy, the rise of “gray divorce” feels particularly saddening. Whether driven by a lifetime of dissatisfaction or pain, or triggered by a recent disappointment, gray divorce is…
Read Moreabout Gray Divorce: Estate Plan!

  Navigating labor shortages is not new for contractors, but public dollars for builds is adding to the squeeze. Industry experts observe that thriving businesses distinguish themselves by concentrating on important operational adjustments. Read on…
Read Moreabout Short of Workers?

  Where our minds go, energy flows, right? With all the public building going on around the country, winning a bigger build is now a real possibility for hungry contractors. Take inspiration from these recently…
Read Moreabout Big Builds

  Though a bit more complicated than wills, and typically more expensive to set up, trusts can be very useful tools for estate planning. Read on for a basic understanding of trusts, as well as…
Read Moreabout Trusts: An Overview

  Plastic superhero figurines? Albums? Comic books? Tea cups? Matchbox cars? Pokemon? Coin purses? Hmmm….When dear friends or loved ones have unique and niche collections, chances are good that the rest of us might not…
Read Moreabout Imagine Inheriting Thousands Of…

  Most of us can point to a whole lot of everything in our email, and it’s often the go-to “file box” we turn to when we are trying to remember who promised what related…
Read Moreabout Project Status: It’s All In The Email?

  Rather than spin into a flurry of effort when business hits a lull, construction business owners are wise to keep their marketing efforts continuously humming along. Experts point to the importance of steady attention…
Read Moreabout Always Be Marketing