Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 432 results for: Court and Fiduciary Bonds
Court Bonds 07.31.2024

Authorized Decision Makers: POA and Guardian

  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

Authorized Decision Makers: POA and Guardian
Court Bonds 07.26.2024

Estate Planning Templates?

  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?

Estate Planning Templates?
Court Bonds 07.26.2024

Considering A Professional Fiduciary?

  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?

Considering A Professional Fiduciary?
Court Bonds 07.17.2024

Estate Planning: Fiduciary Roles Explained

  At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
Read Moreabout Estate Planning: Fiduciary Roles Explained

Estate Planning: Fiduciary Roles Explained
Court Bonds 07.17.2024

COVID’s Impact on Estate Planning?

  Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
Read Moreabout COVID’s Impact on Estate Planning?

COVID’s Impact on Estate Planning?
Court Bonds 07.12.2024

Summary Administration Explained

  Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will,  the…
Read Moreabout Summary Administration Explained

Summary Administration Explained
Court Bonds 07.12.2024

Things Are Always Changing…

  If you have made an estate plan—good for you! Too many have not. However, you do need to review it every few years–and sooner if there are life changes–or a change in asset status….
Read Moreabout Things Are Always Changing…

Things Are Always Changing…
Court Bonds 07.07.2024

Estate Planning and AI?

  Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
Read Moreabout Estate Planning and AI?

Estate Planning and AI?
Court Bonds 07.07.2024

Reforming Wills and Trusts?

Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
Read Moreabout Reforming Wills and Trusts?

Reforming Wills and Trusts?