Our Blog - Surety Matters

Are there any consequences of initialing a will that does not include any beneficiaries? If your will does not encompass crystal clear instructions on who should keep your personal assets, under state law, your assets…
Read Moreabout What Happens When a Will Names No Beneficiaries?

The New York Regional Office of the Employee Benefit Security Administration is requesting a laundry list of information from plans with ESG funds regarding the review and selection process for said options. The office is…
Read Moreabout Update on EBSA Probing ESG Holdings

Adversity, particularly during a pandemic, is unfortunately commonplace in life. Hence, taking care of your family in the unfortunate event something unexpected happens to you must be translated in a carefully, well-laid out strategy. To…
Read Moreabout 3 Highly-Effective Estate Planning Strategies

The Internal Revenue Service has offered brief administrative relief to assist specific retirement beneficiaries or plan participants eager to make participant elections by permitting flexibility for remote signatures. Published on June 3, Notice 2020-42 gives…
Read Moreabout IRS Signs Off on Temporary Remote Signature Relief

When it comes to estate planning, having a marriage certificate with your life partner is critical. Without it, state intestacy laws do not let an unmarried couple inherit from each other, meaning your close relatives…
Read Moreabout Unmarried Partners & Estate Planning

Court bonds are surety bonds required to pursue an action in a court of law. The term “court bond” is actually an umbrella term encompassing a multitude of different bonds found in the court system….
Read Moreabout What is a Court Bond and How Do You Get One?

Whether you’re starting a business, launching a construction project, or entangled in court, you will need a surety bond to guarantee payment from the surety to the obligee if the principal is unable to meet…
Read Moreabout What are Principals and Obligees in Surety?

Retirement plan participants and beneficiaries rely greatly upon plan sponsors to manage and protect plan assets for their benefit. But with cyber attacks and data breaches becoming more and more prevalent, a plan sponsor’s responsibility…
Read Moreabout It’s Up to Plan Sponsors to Protect Plan Assets from Cyber Attack

A trust is created when the trustor, grantor, or settlor transfers property to the trustee, who will efficiently manage the property for the beneficiaries. A trust is one slice of a comprehensive estate plan, partnered…
Read Moreabout How to Set Up a Trust