Our Blog - Surety Matters

  Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
Read Moreabout Trusts Require Careful Decisions

  Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
Read Moreabout Charitable Giving: Will vs Trust?

  When you open a bank account, or participate in the company sponsored retirement plan, you most likely named a beneficiary. Good news: in essence, you’ve already begun your estate plan. Keep going with these…
Read Moreabout You Probably Already Started…

  Trusts are very useful tools in estate planning: in addition to helping us gift assets to others, they allow us to make arrangements for our own care as we age. Once a trust is…
Read Moreabout Heggstad Petitions Explained

  Having details about assets—and debts—documented and handy is a great jumping off point for estate planning. With a balance sheet in hand, it’s easier to get appropriate estate planning assistance. It’s also easier to…
Read Moreabout Make A Balance Sheet

  Among the reasons why it can feel daunting to take action and create an estate plan is the terminology. With help from experts, here are definitions of words associated with estate planning. Understanding them…
Read Moreabout Defining The Terms: Estate Planning

  When creating a will or trust, of course it is important to make decisions about the future of tangible assets like money and property. Attorneys now remind us that we have to consider our…
Read Moreabout Wills, Trusts and Digital Assets

  The creation of a trust is a big lift and an increasingly important step toward arming our loved ones with a solid estate plan. Attorneys remind us that once a trust and estate plan…
Read Moreabout Updating A Trust Agreement

  Increasingly, people are recognizing the value of establishing trusts as part of their estate plans. When it comes to designating a fiduciary to administer the trust, it is typical to turn to a close…
Read Moreabout Considering a Professional Trustee