Our Blog - Surety Matters

  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…

  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?

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?

  During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
Read Moreabout What If The Nest Is Never Empty?

  While keeping affairs organized is important for all adults, life partners who do not marry need to be especially careful. Without an estate plan, asset distribution is subject to state laws of intestacy, which…
Read Moreabout Unmarried Life Partners? Estate Plan!

  Estate planning is not only about having bags of money to give away. Practically everyone needs a will to ensure affairs are left as organized as possible for loved ones. A complete estate plan…
Read Moreabout Everyone Needs An Estate Plan

  Global mobility and international business means families and friends are increasingly spread across the world. When making an estate plan, if assets are owned in one country but intended for beneficiaries in other countries,…
Read Moreabout International Will?

  Sometimes the “older old,” who still have memories of the Great Depression, as well as individuals who suffer with dementia or other illnesses, cling to and hide cash or other tangible valuables, leading to…
Read Moreabout Stashed Cash?

  Because a trust allows for the distribution of funds at designated intervals, establishing a trust that includes plans for pets is a very useful way to ensure furry friends receive continuous care. When earmarking…
Read Moreabout Pet Trust: Details Please