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Why Are Revocable Trusts So Handy?

into revocable trusts most commonly because revocable trusts can:     Avoid probate Allow for a step-up in basis on assets to reduce or eliminate capital gains taxes Allow both...
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Older and Wiser: Marriage and Estate Plans

comes with us, including children, grandchildren, and accumulated assets and debts. Accordingly, paying extra attention to estate plans is a wise idea.   Think Ahead Though not generally the most...
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Mortgage Loan Originator Bond

within minutes.  We are a direct, and digital writer of mortgage loan originator bonds. To obtain your mortgage loan originator bond today, just: get your online quote, enter your info...

Homes and Jobs: The Search Is On

estate license? Strength Forecast For the Housing Sector MarketWatch , reports that the housing sector remains strong: The housing sector is showing strength across the board resulting from a combination...
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Should The Executor of a Will Use Discretion?

well as between the probate estate and the beneficiaries. Their duties include locating and valuing assets of the estate, paying debts, and distributing assets to beneficiaries in accordance with instructions...
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Irrevocable Trust: Pros and Cons

Despite the gravitas involved in establishing an irrevocable trust, doing so can be very helpful, based on family circumstances and goals. Here are five pros associated with irrevocable trusts: Minimizes...
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Types of Cyber Attacks for Plan Sponsors to Watch Out For

of. They could come for your plan next. 1. Phishing Phishing attacks have been around since the dawn of the internet and Nigerian Princes asking for your credit card info...
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I-Bond®

the easy choice Colonial Surety Company is the first insurance company to offer surety and fidelity bonds online, instantly for print or e-file. Ta Da: welcome to our I-Bond® service....
Surety Bonds

Weak Controls: Threat Actors Welcome

both.   Cyber liability insurance helps businesses prevent cybersecurity incidents from spiraling into disasters—and Colonial Surety makes Cyber Liability Insurance affordable for every business. Complete the easy, online application for...
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