Our Blog - Surety Matters

  All parents have lots to worry about—and single parents carry extra concerns on their shoulders. For example, legal experts emphasize the importance of thinking ahead about guardianship for children. In fact, guardianship is a…
Read Moreabout Single Parent? Designate a Guardian

Traditionally, the oldest child is tapped as the personal representative for the estate of aging parents. Is that always best? Sometimes Traditions Get In Our Way 2020 continues to be a year of learning that…
Read Moreabout Choosing a Personal Representative: Time to Buck Tradition?

If a family member or friend has asked you to execute their estate for them upon their death, chances are that, like most people, you said, “of course” without really thinking about your duties. Understandable….
Read Moreabout Executing A Will: Are You Ready?

A former worker of Omnicom Group, Inc. is suing the company and plan fiduciaries, accusing them of ERISA violations while managing the firm’s employee benefit plan. The complaint, filed on July 31 in a U.S. District…
Read Moreabout Omnicom Slammed with Fiduciary Breach

If your company offers a plethora of benefits to your employees including a pension plan, then you are a fiduciary, as is anyone who handles or verses the plan. However, did you know if a…
Read Moreabout Why Buy Fiduciary Liability Insurance?

County courts in Texas require probate surety bonds when the court appoints someone to handle a deceased person’s estate or often when a will names someone as an estate executor. These bonds are required to…
Read Moreabout Texas Probate Surety Bonds

How your property is owned can have a very large impact on whether it has to pass through probate in order for it to be passed down to your estate beneficiaries. If a property is…
Read Moreabout A Property Title Can Impact Whether It Goes Through Probate

Going through probate can be a long process. But it’s not always necessary if you properly plan ahead. For example, not all bank and retirement accounts have to go through probate. If you name a…
Read Moreabout Naming Beneficiaries on Accounts Keeps Them out of Probate

Passing estates through the probate process can cost you and your estate a large amount in fees while causing your loved ones to have to wait until the resolution of the process to receive the…
Read Moreabout Joint Tenancy Can Keep Property Out of Probate