Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 288 results for: fiduciary bonds
Court Bonds 04.11.2022

Changing the Name on Utility Bills

  Yes, that’s an item for the to-do list when a loved one dies, though it’s not likely to be high on anyone’s radar when the time comes. Sadly, “I didn’t know…” is a frequent…
Read Moreabout Changing the Name on Utility Bills

Changing the Name on Utility Bills
Court Bonds 04.11.2022

Invalid Will? Red Flags

  Ideally, while we have the ability to do so, making a will, appointing an executor, and communicating plans with loved ones ends up being helpful in more ways then we even imagine. Unfortunately, sometimes…
Read Moreabout Invalid Will? Red Flags

Invalid Will? Red Flags
Court Bonds 04.04.2022

Military? Plan for Your Family

  With more estate planning techniques and insights becoming more widely available, it’s more possible then ever to look out for your family, though it’s estimated that two out of three Americans still have not…
Read Moreabout Military? Plan for Your Family

Military? Plan for Your Family
Court Bonds 04.04.2022

Court Battles: Probate Litigation

  Ordinarily, probate court proceedings focus on standard tasks essential to settling the affairs of someone who has died, such as paying off debts and taxes and then distributing the assets based on a will,…
Read Moreabout Court Battles: Probate Litigation

Court Battles: Probate Litigation
Court Bonds 03.30.2022

How Long Does Probate Take?

  This is one of those questions that it’s even hard for Google to answer. Why? It depends! The public process of paying the debts and distributing the assets of the deceased, known as probate,…
Read Moreabout How Long Does Probate Take?

How Long Does Probate Take?
Court Bonds 03.30.2022

Disabled Beneficiaries?

  Although estate planning is important for all families, it is especially critical to plan ahead for beneficiaries with disabilities. Failure to do so can set off an unintended chain of consequences that can be…
Read Moreabout Disabled Beneficiaries?

Disabled Beneficiaries?
Court Bonds 03.23.2022

Charitable Trust?

  By designating assets to non profit organizations, families can use wealth for social good. Estate planners explain charitable trusts, clarifying the difference between charitable remainder and lead trusts.   Charitable Trusts Are Irrevocable Charitable…
Read Moreabout Charitable Trust?

Charitable Trust?
Court Bonds 03.23.2022

Making a Will? Be Specific

  Of course making proactive decisions about family assets and treasured belongings is challenging, but lawyers encourage as much specificity as possible when making a will. Reliance on “the kids” to work things out “later”…
Read Moreabout Making a Will? Be Specific

Making a Will? Be Specific
Court Bonds 03.18.2022

Understand The Importance: Wills and Executors

  Even amidst the painful lessons of the pandemic, most Americans still don’t have a will, and correspondingly, have not designated anyone to attend to their affairs upon death. Legal experts share insights to spark…
Read Moreabout Understand The Importance: Wills and Executors

Understand The Importance: Wills and Executors