Our Blog - Surety Matters

  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

  Though the desire to “divide everything equally” among adult children is an understandable and common approach to estate planning, it may not always be the best. Differing life circumstances may point to different solutions,…
Read Moreabout Dividing Everything Equally?

  When a trust is established as part of an estate or care plan, it may be wise to designate a professional fiduciary to administer it. Professional fiduciaries can relieve loved ones and friends of…
Read Moreabout Trusts: Naming A Professional Fiduciary?

  Safeguarding, maintaining, and ultimately selling off a family home tends to be one of the biggest and most time consuming responsibilities executors face when bringing the affairs of a loved one to closure through…
Read Moreabout Probate Challenge: The Family Home

  Dabbling in cryptocurrency more than your family knows? Tucked away emergency funds in a purely online bank? Most of us are incrementally accumulating more digital assets than we realize. Whether of actual or sentimental…
Read Moreabout Digital Assets: Inventory and Plan

  Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals, including by-passing the public process of probate.  Nonetheless, there are several categories of assets…
Read Moreabout Assets Not To Put In A Trust?

  There are important reasons, including shielding and protecting assets, for choosing an irrevocable trust as an estate plan anchor. Nonetheless, “never” being able to modify plans can be a constraint if life takes unexpected…
Read Moreabout Irrevocable Trusts: Modification?

Yes, it’s time. Millennials have been busy growing up, working, getting married, buying homes, and having kids. Estate planning is an important way to ensure assets and affairs are organized. Though life will keep changing,…
Read Moreabout Millennials and Estate Planning?