Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 282 results for: fiduciary bonds
Court Bonds 01.20.2022

Funding a Revocable Living Trust?

  Working with a lawyer to set up a revocable living trust is a smart way to plan both for your own needs as you age and to ensure a smooth and timely distribution of…
Read Moreabout Funding a Revocable Living Trust?

Funding a Revocable Living Trust?
Court Bonds 01.20.2022

Remarried With Adult Children?

  Estate planning experts encourage extra diligence for blended families in which the spouses married after adult children have been raised. Generally, it’s not that bad intent results in problems. Instead, unintended consequences tend to…
Read Moreabout Remarried With Adult Children?

Remarried With Adult Children?
Court Bonds 01.12.2022

Estate Sold: James Brown

We’ve all heard of estate sales and maybe even picked up a treasure or two while attending one. But, like everything about his legend, James Brown’s recent estate sale is unique: his entire estate was…
Read Moreabout Estate Sold: James Brown

Estate Sold: James Brown
Court Bonds 01.12.2022

Forcing a Sibling To Move Out?

  Let’s say Mom left the family home equally to all of the adult children, specifying that the child who had been living with her and caring for her in later years could stay for…
Read Moreabout Forcing a Sibling To Move Out?

Forcing a Sibling To Move Out?
Court Bonds 01.06.2022

Tidying Up: Update Your Estate Plan

  When we die, our loved ones will probably find themselves with a lot to manage—along with their grief. Most families find there are papers to be located, the probate process to navigate, decisions to…
Read Moreabout Tidying Up: Update Your Estate Plan

Tidying Up: Update Your Estate Plan
Court Bonds 01.06.2022

Plan For Yourself!

  Ironically, though it is trendy to talk about disruption, the disruptor that is most likely to have a massive impact on many of us —longer life spans—frequently goes without our true attention. The longer…
Read Moreabout Plan For Yourself!

Plan For Yourself!
Court Bonds 12.30.2021

Civil Procedure: Injunction Reversed

  Although temporary injunctions can be useful legal remedies, enabling actions to be paused while the issues at stake are being assessed and resolved, specific rules of civil procedure must be carefully followed whenever an…
Read Moreabout Civil Procedure: Injunction Reversed

Civil Procedure: Injunction Reversed
Court Bonds 12.30.2021

Sticky Notes Are Not An Estate Plan

  Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness…
Read Moreabout Sticky Notes Are Not An Estate Plan

Sticky Notes Are Not An Estate Plan
Court Bonds 12.21.2021

Inheritance: Dividing The Money Evenly?

  No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
Read Moreabout Inheritance: Dividing The Money Evenly?

Inheritance: Dividing The Money Evenly?