Our Blog - Surety Matters

    Leaving the workforce only to return has been a growing trend for “older workers.” In the face of longer life spans and the rapid pace of change, there are more questions than answers…
Read Moreabout Gen U: Unretired?

The ERISA Act requires that every person who handles employee benefit plan assets or funds as well as any plan fiduciary be bonded with an ERISA fidelity bond. Those bonded must be bonded for at…
Read Moreabout Your Bond Might Not Be an ERISA Bond

  Assigning assets to new owners can be a useful estate planning strategy, especially when circumstances make a speedy and private inheritance preferable. In essence, when asset ownership is effectively shifted ahead of death, the…
Read Moreabout Shifting Asset Ownership?

  Reckoning with the progressive cruelties of dementia is an ongoing and stressful process for impacted families. Though tendencies to deny and minimize the challenges are understandable, a proactive approach to designating decision makers to…
Read Moreabout Dementia and Guardianship?

  After a loss in a civil court case, If there are grounds to appeal, the losing party, referred to as the appellant, may delay paying the damages established in the original judgment until the…
Read Moreabout Appeal Bonds Made Simple

  A fiduciary is any person given responsibility for the financial and or care decisions of someone experiencing a decline in capacity, or a minor. A person responsible for closing out the affairs of the…
Read Moreabout Fiduciary? Fiduciary Attorney? 

  Who gets what? In a nutshell, inheritance succession refers to the details in state laws  that specify the order in which assets are distributed to relations when someone dies intestate–aka without a will. Typically,…
Read Moreabout Inheritance Succession Explained

  Among the many reasons why it is critical to create an estate plan, anchored by a will and or trust, is the designation of one or more fiduciaries who understand and are committed to…
Read Moreabout Estate Planning: Fiduciaries?

  Indeed, making a will is one of the best gifts we can give loved ones and friends. Even if the assets involved are modest, leaving them organized reduces a lot of wear and tear…
Read Moreabout Thanks For Making a Will