Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 305 results for: probate bonds
Court Bonds 08.20.2024

Irrevocable Trusts: Modification?

  There are important reasons, including shielding and protecting assets, for choosing an irrevocable trust as an estate plan anchor. Nonetheless, “never” being able to modify plans can be a constraint if life takes unexpected…
Read Moreabout Irrevocable Trusts: Modification?

Irrevocable Trusts: Modification?
Court Bonds 08.20.2024

Millennials and Estate Planning?

Yes, it’s time. Millennials have been busy growing up, working, getting married, buying homes, and having kids. Estate planning is an important way to ensure assets and affairs are organized. Though life will keep changing,…
Read Moreabout Millennials and Estate Planning?

Millennials and Estate Planning?
Court Bonds 07.31.2024

Trust Assets: Takers of Last Resort?

    Since trusts can be tailored to address a variety of circumstances, establishing a trust can be worth the time and effort for many families, especially when the trust agreement clearly lays out the…
Read Moreabout Trust Assets: Takers of Last Resort?

Trust Assets: Takers of Last Resort?
Court Bonds 07.31.2024

Authorized Decision Makers: POA and Guardian

  The possibility of living a longer, healthier life has never been greater. Nonetheless, capacity declines are a real possibility for all of us. Proactively designating a power of attorney (POA), ensures someone we trust…
Read Moreabout Authorized Decision Makers: POA and Guardian

Authorized Decision Makers: POA and Guardian
Court Bonds 07.26.2024

Estate Planning Templates?

  It’s easy enough to find estate planning templates online, and using them is certainly cheaper (at least in the short run) than working with an attorney. The questions on templates can even be a…
Read Moreabout Estate Planning Templates?

Estate Planning Templates?
Court Bonds 07.26.2024

Considering A Professional Fiduciary?

  The services of a professional fiduciary can be a huge relief for individuals aging solo, as well as for those with special needs. Professional fiduciaries are also frequently relied upon to administer estate plans,…
Read Moreabout Considering A Professional Fiduciary?

Considering A Professional Fiduciary?
Court Bonds 07.17.2024

Estate Planning: Fiduciary Roles Explained

  At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
Read Moreabout Estate Planning: Fiduciary Roles Explained

Estate Planning: Fiduciary Roles Explained
Court Bonds 07.17.2024

COVID’s Impact on Estate Planning?

  Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
Read Moreabout COVID’s Impact on Estate Planning?

COVID’s Impact on Estate Planning?
Court Bonds 07.12.2024

Summary Administration Explained

  Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will,  the…
Read Moreabout Summary Administration Explained

Summary Administration Explained