Our Blog - Surety Matters

That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
Read Moreabout How Long Does Probate Take?

Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
Read Moreabout Estate Planning: Tips for Collectors

Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
Read Moreabout Revocable Living Trusts 101

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
Read Moreabout No Trustee? Consider a Third Party

With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
Read Moreabout Addiction and Estate Planning

Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
Read Moreabout Digital Accounts? Estate Planning Tips

Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
Read Moreabout Personal Representative Duties Explained

Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
Read Moreabout Age Well: Planning Advice for Women

All families should take estate planning seriously, but doing so is especially important when a family member has special needs. The cost of care services over a lifetime can be astronomical, making eligibility for public…
Read Moreabout Understanding Special Needs Trusts