Our Blog - Surety Matters

  Forecasters point out that small construction firms have good reason to be opportunistic in steering their businesses forward. In fact, many small businesses had strong growth in 2021, despite unprecedented challenges. Looking toward normalcy,…
Read Moreabout Small Businesses: Feeling Opportunistic?

  Amidst the many challenges of finding and retaining skilled workers in construction, one of the most key investments is in a strong project manager. Industry experts point out the value of great project management—and…
Read Moreabout Key Investment: Project Management

  There are some signs that price pressures are easing, but materials and labor remain big challenges for builders. Can you pass on rising costs to customers? Finance experts say doing so might be worth…
Read Moreabout Inflation Hacks for Contractors

  Though a painful decision, parents can choose to leave a child out of the will. There is no law saying parents must leave assets to children—or divide their assets evenly among children. Estate planning…
Read Moreabout Disinheritance?

  Estate planning experts say that although adding a loved one to a bank account may seem like an efficient way to pass the associated assets forward when we die, doing so can actually lead…
Read Moreabout Joint Account? Cautionary Advice

  A Registered Investment Advisor (RIA) has a fiduciary duty to act in the best interest of clients. Experts explain what that means for clients, as well as how a Registered Investment Advisor Bond serves…
Read Moreabout Registered Investment Advisor?

  Everyone knows notaries sign and stamp documents. That’s it, right? Nope! Notaries are responsible for following state protocols detailing how, when and where to apply a notary stamp. These details are reflected on the…
Read Moreabout Notary: Sign, Seal and…?

  Although hopefully avoided through careful planning and good communication, significant disappointments, delays, and conflicts are not uncommon upon the death of a loved one. Hurt feelings alone are insufficient cause for initiating probate litigation….
Read Moreabout Probate Litigation: Outcomes?

  Being fair to children does not always mean ensuring assets are equally gifted via an estate plan. Age, health, special needs, educational and vocational goals are among the dynamics that can make doing what’s…
Read Moreabout When Being Fair Counts: Pot Trusts