Our Blog - Surety Matters

  Although estate planning is important for all families, it is especially critical to plan ahead for beneficiaries with disabilities. Failure to do so can set off an unintended chain of consequences that can be…
Read Moreabout Disabled Beneficiaries?

  By designating assets to non profit organizations, families can use wealth for social good. Estate planners explain charitable trusts, clarifying the difference between charitable remainder and lead trusts.   Charitable Trusts Are Irrevocable Charitable…
Read Moreabout Charitable Trust?

  Of course making proactive decisions about family assets and treasured belongings is challenging, but lawyers encourage as much specificity as possible when making a will. Reliance on “the kids” to work things out “later”…
Read Moreabout Making a Will? Be Specific

  Even amidst the painful lessons of the pandemic, most Americans still don’t have a will, and correspondingly, have not designated anyone to attend to their affairs upon death. Legal experts share insights to spark…
Read Moreabout Understand The Importance: Wills and Executors

  Big secrets withheld from close family members are difficult during life—and perhaps even more devastating upon death, when loved ones no longer have the hope of making peace with a surprising new reality. However,…
Read Moreabout Family Secrets and Estate Plans

  Experts provide advice on the essentials of preventing unauthorized access to data for criminal use. Read on to understand what is included in a comprehensive cybersecurity plan and how every business can affordably secure…
Read Moreabout Unauthorized Access: Data Protection

  Winning lawsuits against 401k plans have established precedents that are fueling more claims. Industry experts urge plan sponsors to examine the underlying basis of most of the claims. Doing so offers a roadmap for…
Read Moreabout Now What?

  ERISA law holds fiduciaries to high standards, which are actively enforced by the Department of Labor (DOL). Increase your awareness about what that means on a day to day basis as a plan sponsor…
Read Moreabout Get It Right: Fiduciary Duties

  We all have the general sense that cybercrime is a threat to our money, identities and businesses but, for the most part, we cross our fingers and hope it won’t interfere with our to…
Read Moreabout What Exactly Is Cybersecurity?