Our Blog - Surety Matters

  Indeed, wills are a great way to designate assets for beneficiaries and appoint guardians for minor children. Estate planning experts remind us, however, that trusts can come in handy in the face of many…
Read Moreabout A Will Should Be Fine?

  At its roots, probate is simply the public process of settling debts and distributing assets upon death. If a will has been made, the designated executor handles the process in accordance with state probate…
Read Moreabout Avoiding Probate Mistakes

  The use of plan forfeitures to offset employer contributions has been a longstanding practice of retirement plan fiduciaries. Nonetheless, new lawsuits are now alleging that this widespread practice is a violation of ERISA. Although…
Read Moreabout Is It A Violation?

  Among the complications for employers sponsoring 401k plans is the handling of deductions when retroactive contributions are made. Now, attorneys caution that the Internal Revenue Service (IRS) is signaling heightened interest in audits related…
Read Moreabout Heightened Interest: IRS Audits

  Recognizing that the high cost of living (and student loan debt) makes it hard for workers to save, many employers are trying new strategies to inspire more engagement with company sponsored retirement plans, and…
Read Moreabout New Strategies To Help Employees

  With a total of over $10 trillion of retirement savings now accumulated in employer sponsored retirement plans, the stakes for safeguarding them are high indeed. The dollars and data require ever better cybersecurity–and ultimately,…
Read Moreabout Can The Stakes Get Any Higher?

  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