Our Blog - Surety Matters

  Business owners of all kinds are learning fast: cybersecurity strategies and tactics are integral to running a successful company. Attention to the cybersecurity protocols of any and all vendors (aka service providers) the company…
Read Moreabout Cybersecurity: What About Your Vendors?

  Estate planning increasingly involves the establishment of a trust, which is a practical way to designate funds for our own needs and for beneficiaries, including children or those with special needs. Trusts allow for…
Read Moreabout What Is a Trust?

  Probate is the legal, public process that brings closure to our affairs when we die. Probate protocols vary by state, and at some point, most families will navigate the appropriate proceedings upon the death…
Read Moreabout Probate Complications

  A recently study of nearly 2,500 adults points to what is well understood intuitively: people have messy feelings about retirement, and this makes it challenging to target communications and information about retirement savings plans….
Read Moreabout Outcome Oriented

Plan sponsors are advised to stay on top of communications with former employees who leave their 401k accounts behind. The fiduciary risks associated with “orphan” accounts stack up. Facilitating portability is also wise, as is…
Read Moreabout Orphan Accounts?

  Trusts can play a variety of roles in our estate plans, since they can be specifically set up to attend to particular life circumstances. For example, a retirement plan trust shields the principal of…
Read Moreabout Retirement Plan Trusts Explained

  When a loved one dies without a will, courts may appoint a temporary administrator to take responsibility for fiduciary functions. This ensures that pressing affairs of the estate, like securing a property, are addressed…
Read Moreabout Temporary Administrator?

  Although the word is new, we probably all know someone who, perhaps nudged into it by the pandemic, is “pretired”—working, but not in the same way as before, on the path toward retirement. Indeed,…
Read Moreabout Pretirement: : A New Life Stage?

  Among other fiduciary breach claims, a new lawsuit, filed by retirement plan participants against a freight transporting business, alleges plan sponsor failure to monitor revenue-sharing payments for reasonableness, and describes the results to participants…
Read Moreabout Devastating To Plan Participants