Our Blog - Surety Matters

  Having more then one owner named on property or financial accounts generally enables a smooth transition upon the death of one owner. Estate planning experts share examples and advice about the usefulness of joint…
Read Moreabout Joint Ownership: For Convenience?

  Family and estate lawyers see a lot—and it is not always pretty. Accordingly, attorneys advice that it’s best to button up estate plans carefully, so that conflicts cannot spring up through the cracks. Here,…
Read Moreabout We’re A Happy Family?

  Attorneys specializing in ERISA law are carefully monitoring several cases currently winding their way through the courts: decisions are likely to establish precedents related to the fiduciary responsibilities associated with cybersecurity. Plan sponsors are…
Read Moreabout Assume The Obligation: Cybersecurity

Hundreds of Hours of Work… That’s what it can take businesses to paddle out from under the damage and chaos caused by cyber breaches. Notifications, regulatory processes, credit and identity monitoring, forensics—all require careful attention….
Read Moreabout Hundreds of Hours of Work…

  Regulatory compliance for retirement plans requires vigilance with the policies and proceedings of both the Internal Revenue Service and the Department of Labor. Experts observe that both have ratcheted up their scrutiny of retirement…
Read Moreabout Heightened Scrutiny: Retirement Plans

  Of course we are. It’s hard enough to run a business. Adding on a retirement plan is a wonderful and important thing to do, but comes with a whole host of serious fiduciary responsibilities….
Read Moreabout Tips for Plan Sponsors: Short On Time?

  Yes, it is possible to serve as an executor for a deceased loved one—and be a beneficiary of some of their assets too. In fact, quite commonly, the executor named when a will is…
Read Moreabout Executor and Beneficiary?

Estate Planning Optimized We tend to equate estate planning with preparing for death and gifting assets to loved ones. In the face of both longer life spans and increased awareness (thanks COVID?) that anything can…
Read Moreabout Estate Planning Optimized

  When we die, someone has to bring our affairs to closure. This is true whether we have left a will, a trust, or, die without a plan. The name for this role differs depending…
Read Moreabout Personal Representative?