Our Blog - Surety Matters

  Deep sorrow is normal following the death of a loved one, and ultimately, nothing we do is likely to change that. We can, however, do the important tasks of leaving our affairs in order…
Read Moreabout Heartbroken?

  The name given to the person charged with settling the affairs of the deceased depends on the circumstances involved. When a will is made, typically an executor is designated to carry it out. When…
Read Moreabout Executor or Administrator?

  Intentions for the family home to be given equally to adult children are common in estate planning. Typically, this ultimately means the home must be sold, so that assets can be divided. Along the…
Read Moreabout Estate Administration and The Family Home?

  Most adults know estate planning is important, but for many of us, it remains a blurry notion for the “someday” list. Here’s help preparing: with clarity on who you will involve, and who you…
Read Moreabout Preparing For Estate Planning

  Confusion and conflict are unfortunate, but sometimes unavoidable upon the death of a loved one. Before pursuing courtroom resolution via probate litigation, consider negotiation or mediation, with the assistance of an experienced probate attorney….
Read Moreabout Alternatives To Probate Litigation?

  While probate is the ordinary public process that settles our affairs when we die, probate litigation refers to legal contests requiring courtroom resolution. Examples of probate litigation include challenges to a will and lawsuits…
Read Moreabout Probate Litigation Explained

  Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
Read Moreabout Moving The Needle: Auto Enrollment

  Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
Read Moreabout Failure To Obtain ERISA Bond? 

  Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
Read Moreabout DOL’s Proposed Fiduciary Rule Explained