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Paying The Bills: Administering Your Affairs

undertake—and how to access the needed information. Settling Debts AARP  explains: A person’s financial obligations are not automatically forgiven once they’ve died. According to the Consumer Financial Protection Bureau, in...
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Get The Facts: Estate Planning?

unexpected death.    Estate planning is not just about distributing your assets in the event of your death. In fact, charitable giving, legacy planning, as well as planning for your...
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Family Secrets and Estate Plans

a joint estate plan, using a single attorney who represents both partners. In that case, the attorney cannot keep one partner’s secrets from the other. Accordingly, in the event of...
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Charity? Clarify Intentions!

to obtain all types of fiduciary bonds, including estate or executor bonds, instantly, from leading, national provider, Colonial Surety Company. Just get a quote online, fill in your information, and enter a...
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Plan For Yourself!

...you sign them. To ensure capacity, you may want to obtain a professional opinion from a licensed mental health provider stating that you are of sound mind and understand the...
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Settling Affairs: Get A Bank Account

of the appointed administrator or executor.   As a leading national provider of fiduciary bonds, Colonial Surety Company helps court appointed administrators and executors in every state quickly and affordably obtain their...
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Cyber Liability Insurance (Basic or Enhanced)

Liability Insurance provides affordable, essential coverage for small businesses.  $50,000 of coverage is provided for an annual fee of less than $150. Complete the easy, online application in minutes and...

Retirement Plan Trusts Explained

needs to consider.   Insulating Funds In anticipation of life’s twists and turns, trusts can be established in support of particular goals. For example, trusts allow us to plan ahead...
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401k: Theft?

plan sponsors shared best practices and pointers for hiring and monitoring service providers, managing cybersecurity and educating participants on secure processes for accessing their accounts. Ultimately, as  law experts  point...
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