Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 288 results for: fiduciary bonds
Court Bonds 08.22.2023

Help for Executors: Probate Lawyers

  Serving as an executor requires a commitment of time,  ideally, beginning when a will is made and the role accepted. Preparatory conversations about intentions and pragmatics, such as account information, will be a gift…
Read Moreabout Help for Executors: Probate Lawyers

Help for Executors: Probate Lawyers
Court Bonds 08.22.2023

Respecting the Intentions of The Deceased

  Generally, families want to respect the intentions of the deceased, though doing so can be easier said than done, as probate of Aretha Franklin’s estate illustrates. It has been over four years since her…
Read Moreabout Respecting the Intentions of The Deceased

Respecting the Intentions of The Deceased
Court Bonds 08.17.2023

Checklist for Trustees

  When accepting the request of a loved one or friend to serve as a trustee, keep in mind that the role comes with official, fiduciary obligations. In other words, as a trustee you are…
Read Moreabout Checklist for Trustees

Checklist for Trustees
Court Bonds 08.08.2023

Litigious Beneficiary

  Unfortunately, the death of a relative or friend can bring about unexpected reactions from beneficiaries–some of which can cost the estate a good deal of money, resulting in losses for other beneficiaries. Fortunately, in…
Read Moreabout Litigious Beneficiary

Litigious Beneficiary
Court Bonds 08.08.2023

Gray Divorce: Estate Plan!

  Though separating from a partner is never easy, the rise of “gray divorce” feels particularly saddening. Whether driven by a lifetime of dissatisfaction or pain, or triggered by a recent disappointment, gray divorce is…
Read Moreabout Gray Divorce: Estate Plan!

Gray Divorce: Estate Plan!
Court Bonds 08.01.2023

Trusts: An Overview

  Though a bit more complicated than wills, and typically more expensive to set up, trusts can be very useful tools for estate planning. Read on for a basic understanding of trusts, as well as…
Read Moreabout Trusts: An Overview

Trusts: An Overview
Court Bonds 08.01.2023

Imagine Inheriting Thousands Of…

  Plastic superhero figurines? Albums? Comic books? Tea cups? Matchbox cars? Pokemon? Coin purses? Hmmm….When dear friends or loved ones have unique and niche collections, chances are good that the rest of us might not…
Read Moreabout Imagine Inheriting Thousands Of…

Imagine Inheriting Thousands Of…
Court Bonds 07.24.2023

SNT: Duties of The Trustee

  Appointing a trustee to administer any trust is a big deal, but extra diligence is important when it comes to special needs trusts (SNTs). A trustee must be extraordinarily thoughtful when making decisions for…
Read Moreabout SNT: Duties of The Trustee

SNT: Duties of The Trustee
Court Bonds 07.24.2023

Probate in New York: The Surrogate’s Court

  In New York State, the process of bringing the affairs of a “decedent” to closure is overseen by the county Surrogate’s Court. Asset distribution is determined by the will, when there is one, and…
Read Moreabout Probate in New York: The Surrogate’s Court

Probate in New York: The Surrogate’s Court