Our Blog - Surety Matters

  Trusts that hold family assets on behalf of minors, detailing how and when they are distributed, are, of course a sound practice. Estate planning advisors remind us that this same practice can be helpful…
Read Moreabout Adult Children: Trust?

  Try to avoid this mistake lawyers witness repeated in many families: assuming the next generation actually wants and can use the assets being set aside for them—sometimes at great sacrifice.   Reality Check—and Conversation…
Read Moreabout Estate Planning: Do They Really Want It?

Protecting a Grandparent’s Assets? Worried that grandmother is writing too many checks to a cause that seems questionable? Grandad gave his credit card number to who? Actually, what if they have unforeseen medical needs or…
Read Moreabout Protecting a Grandparent’s Assets?

  Like other states across the country, California is leveraging federal and state dollars for game changing new approaches to building schools. The demand to let fresh air, nature, light, and color in, is adding…
Read Moreabout Modular Building: California Schools

  Maryland’s Forte George G. Meade is home to numerous partner organizations of the Army, Navy, Air Force, Marines and Coast Guard. Importantly, it’s also home to several critical federal agencies, including the National Security…
Read Moreabout Winning Bid: Forte Meade

  Solid estate plans often involve both the establishment of a trust and a pour-over will. Both tools work well together to ensure that our affairs are as organized as possible, and curtail some of…
Read Moreabout Trusts and Pour-Over Wills?

Transparency with family members, friends and business partners is key throughout our lives—and holds true when establishing a trust too. Estate planning specialists urge transparency with both the designated trustee and beneficiaries, to avoid both…
Read Moreabout Trusts: Set Everyone Up For Success

A state of the art space for next gen social scientists and business leaders is slated for completion in 2024 at Marist College’s Poughkeepsie campus. With the vision of pollinating ideas across disciplines Marist has…
Read Moreabout Constructing a New Idea Hub

Highways, bridges, public transit, and water infrastructure are all on the docket, as Phoenix, Arizona expands and innovates. Coming in at number eight on the American Society of Civil Engineers 2022 listing of “best places…
Read Moreabout Phoenix: Busy Building