Our Blog - Surety Matters

  Safeguarding, maintaining, and ultimately selling off a family home tends to be one of the biggest and most time consuming responsibilities executors face when bringing the affairs of a loved one to closure through…
Read Moreabout Probate Challenge: The Family Home

  Dabbling in cryptocurrency more than your family knows? Tucked away emergency funds in a purely online bank? Most of us are incrementally accumulating more digital assets than we realize. Whether of actual or sentimental…
Read Moreabout Digital Assets: Inventory and Plan

  Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals, including by-passing the public process of probate.  Nonetheless, there are several categories of assets…
Read Moreabout Assets Not To Put In A Trust?

  There are important reasons, including shielding and protecting assets, for choosing an irrevocable trust as an estate plan anchor. Nonetheless, “never” being able to modify plans can be a constraint if life takes unexpected…
Read Moreabout Irrevocable Trusts: Modification?

Yes, it’s time. Millennials have been busy growing up, working, getting married, buying homes, and having kids. Estate planning is an important way to ensure assets and affairs are organized. Though life will keep changing,…
Read Moreabout Millennials and Estate Planning?

    Since trusts can be tailored to address a variety of circumstances, establishing a trust can be worth the time and effort for many families, especially when the trust agreement clearly lays out the…
Read Moreabout Trust Assets: Takers of Last Resort?

  The possibility of living a longer, healthier life has never been greater. Nonetheless, capacity declines are a real possibility for all of us. Proactively designating a power of attorney (POA), ensures someone we trust…
Read Moreabout Authorized Decision Makers: POA and Guardian

  It’s easy enough to find estate planning templates online, and using them is certainly cheaper (at least in the short run) than working with an attorney. The questions on templates can even be a…
Read Moreabout Estate Planning Templates?

  The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans,…
Read Moreabout Considering A Professional Fiduciary?