Our Blog - Surety Matters

  Among the reasons why it can feel daunting to take action and create an estate plan is the terminology. With help from experts, here are definitions of words associated with estate planning. Understanding them…
Read Moreabout Defining The Terms: Estate Planning

  Regulators at both the IRS and the DOL have made it clear that retirement plans must double down on efforts to prevent missing participants so that benefits can be distributed on schedule. Read on…
Read Moreabout Missing Participants: Catch Up!

  Let’s face it: the term can be confusing—and the responsibilities are daunting when it comes to having a fiduciary role related to company sponsored retirement plans. Financial experts point out that repeated attempts by…
Read Moreabout Fiduciary?

  Among the litany of provisions built into the Secure 2.0 Act are changes related to Required Minimum Distributions (RMDs). With the overarching emphasis on helping workers accumulate more savings for older age, Secure 2.0…
Read Moreabout Changes: Required Minimum Distributions

  Lately, there’s been a lot of buzzing about the importance of benchmarking the investments and fees associated with company sponsored retirement plans. While it is indeed obligatory to be vigilant about performance and fees,…
Read Moreabout An Ounce of Prevention: 401k Compliance

  When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
Read Moreabout Wills, Trusts and Digital Assets

  The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
Read Moreabout Updating A Trust Agreement

  Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
Read Moreabout Considering a Professional Trustee

  As trusted companions, pets are becoming ever more meaningful in the lives of many people across the country. Animal care experts remind us that it is important to plan for what happens to our…
Read Moreabout Pet Trusts Explained