Our Blog - Surety Matters

  What do you have? What do you want to accomplish? Who do you trust? These are the three fundamental questions an attorney helps you answer as your estate plan takes shape. While it is…
Read Moreabout Estate Planning: Three Questions

  If the last few years have taught us anything at all, it’s that stuff happens–unplanned, unforeseen stuff. While we can’t quickly undue the pandemic, economic woes or environmental disasters, we can protect assets for…
Read Moreabout Facing The Unknown: Asset Protection Trusts

  The federal Cybersecurity and Infrastructure Security Agency, (CISA), reminds us that it’s time to take four steps to better protect our businesses. Of course it is especially critical for retirement plan sponsors to guard…
Read Moreabout It’s Time: Cybersecurity

  The dramatic rise in cybercrime makes it hard to keep up with the various threat tactics in play, and small businesses often suffer the most, since they are without the systems, processes and people…
Read Moreabout Small Biz: CEO Role

  According to recent research from Fidelity Investments, about three quarters of retirement plan sponsors say they are “very satisfied” that the company plan is meeting objectives. However, many are concerned about how well the…
Read Moreabout Plan Sponsors: What’s On Your Mind?

  Plan sponsors generally do not set out to shortchange participants or violate ERISA. Nonetheless, oversights can occur, and tend to spiral into increased scrutiny for all. Beware: a recent settlement over an allegation that…
Read Moreabout Double Check The Calculations

  Although adding adult children to a bank account may seem like an easy hack for estate planning, attorneys point out that joint bank accounts can result in complications and unforeseen results. Here’s advice–and some…
Read Moreabout Why Not Just Have A Joint Bank Account

  Upon the death of the testator (person who made the will), the designated executor must diligently adhere to the public process of probate. Meanwhile, beneficiaries tend to wonder: what’s the delay with asset distribution?…
Read Moreabout Executing A Will: What Takes So Long?

  Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
Read Moreabout Attorney-Client Privilege?