Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 288 results for: fiduciary bonds
Court Bonds 02.12.2022

Death and Passwords?

When a loved one asks you to execute their will, swallow hard, breathe deep, and then commit the time to find out everything you can about their intentions—and the whereabouts of essential documents and accounts….
Read Moreabout Death and Passwords?

Death and Passwords?
Court Bonds 02.11.2022

When Do Irrevocable Trusts Make Sense?

  As conveyed in the name, setting up an irrevocable trust requires serious commitment. Though there are legal remedies that can be applied if life circumstances shift after an irrevocable trust is established, lawyers recommend…
Read Moreabout When Do Irrevocable Trusts Make Sense?

When Do Irrevocable Trusts Make Sense?
Court Bonds 02.04.2022

Estate Planning: Debt Discussion

  When a loved one names you to execute their will, take it seriously. Count yourself lucky if you have plenty of time to speak with them about their intentions. Take the time to get…
Read Moreabout Estate Planning: Debt Discussion

Estate Planning: Debt Discussion
Court Bonds 02.04.2022

Filial Responsibility Laws?

  Can the adult children of deceased parents be required to pay off their debts? Legal experts explain that confusion around this issue is widespread. Here’s why, along with information and guidance for families working…
Read Moreabout Filial Responsibility Laws?

Filial Responsibility Laws?
Court Bonds 02.03.2022

Executor Duties: Debts Before Distributions

Typically, executing a will is associated with distributing the assets of the deceased to beneficiaries in accordance with the terms of the will. Although this is one of the important functions of the executor, assets…
Read Moreabout Executor Duties: Debts Before Distributions

Executor Duties: Debts Before Distributions
Court Bonds 02.03.2022

Leave These Assets Out: Trusts

  Establishing a revocable living trust helps you plan for your own needs as you age or decline in capacity, and arrange for the transfer of assets to the beneficiaries named in your trust agreement….
Read Moreabout Leave These Assets Out: Trusts

Leave These Assets Out: Trusts
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