Our Blog - Surety Matters

Trusts are an important tool in estate planning, because they can be set up to specifically address a variety of familial goals, and even to earmark funds for our own needs later in life. However,…
Read Moreabout Setting Up A Trust?

Experienced estate planning attorneys provide so much more than legal documents. Though an endless assortment of “ready made” estate planning documents is available online, only attorneys can really help us think through the care needs…
Read Moreabout Social Considerations in Estate Planning

As a retirement plan sponsor, you’re entrusted with helping your employees secure their financial future. In fact, under ERISA, you’re legally obligated to act in the best interests of plan participants. This includes ensuring the…
Read Moreabout Benchmarking: Why and How

While it might seem like a distant concern, every adult should consider how their assets will be managed and their care addressed in the event of a capacity decline. The older we get, the more…
Read Moreabout Time For Help? Elder Law Attorney!

Losing a civil court case can be a frustrating experience. Whether it’s a contract dispute, a personal injury claim, or a property disagreement, the feeling of injustice can be strong. Though the losing party may…
Read Moreabout Grounds for Appeal In Civil Cases

We all know a will is essential for distributing our possessions after we’re gone. It’s the legal document that dictates who gets what. But what about other things we want to pass on, like lessons…
Read Moreabout Ethical Will?

Navigating the appellate process can feel like entering a labyrinth blindfolded. The familiar landmarks of the trial court – witness testimony, evidentiary battles, and jury persuasion – fade into the distance, replaced by a complex…
Read Moreabout What To Expect: Appeals In Civil Litigation

Yes, every business needs cybersecurity procedures–and establishing them is doubly critical for retirement plan sponsors. Fiduciary advisors stress that establishing a written cybersecurity policy with specific, actionable procedures, is not only best practice, but also…
Read Moreabout Cybersecurity Procedures?

  Missing retirement plan participants–and the payments owed them–has been a hot button issue for the Department of Labor for years, with plan sponsors urged to put more attention into location efforts. Now, temporary guidance…
Read Moreabout Small Payments Owed To Missing Participants?