Our Blog - Surety Matters

  When a loved one dies, their affairs need to be brought to closure, and the process of doing so is often referred to as estate administration. Read on for an overview of what to…
Read Moreabout Estate Administration?

  Pets can have very long lives. Macaw parrots for example, live for about 50 years–but can reach 100. Turtles too require decades of attention. With advancements in veterinary science, even “regular” pets, like cats…
Read Moreabout Dog, Cat, Parrot, Turtle…

Who Should Be Your Trustee?More and more families are recognizing the usefulness of trusts for both care plans  and estate plans. Attorneys remind us that in addition to thinking critically about the type of trust…
Read Moreabout Who Should Be Your Trustee?

  Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
Read Moreabout Wills and Trusts: The Differences Explained

  “Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
Read Moreabout Probate: Not All Bad

  Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
Read Moreabout Asset Protection: LLC Vs Trust?

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
Read Moreabout Probate Drama: Surprise?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?

  Fact of life: families change—and so do the needs of the individuals in them. Accordingly, financial plans, accounts, documents, named beneficiaries and appointed fiduciaries must be reviewed and adjusted periodically in order to keep…
Read Moreabout Complex Family? Estate Plan!