Our Blog - Surety Matters

  If we become incapacitated, and when we ultimately die, there is so much our families will need to know and do—while grieving. Putting an estate plan in place and communicating about it while we…
Read Moreabout Let’s Talk About It: Estate Planning

Typically, when a will is created, an executor is appointed to oversee the affairs of the deceased. If there is no will—or if the designated executor cannot fulfill the duties when the time comes—an administrator…
Read Moreabout How Do Courts Appoint Administrators?

   A court of appeals in Dallas, Texas recently upheld the summary judgment of the trial court in a case involving allegations of fraudulent transfer into a trust. The case offers an interesting example at…
Read Moreabout Appeal Denied: Transfer To Trust Stands

Trusts can be an important way to provide for children, or other family members with special needs upon your death. When you create a trust, you can make choices about how the disbursements are to…
Read Moreabout Trust Distributions?

 When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
Read Moreabout Special Needs and the Trustee Role

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
Read Moreabout Count Yourself In: Consider a Trust

An empty home might be a valuable source of steady, monthly income for family members, friends or other beneficiaries. Are they allowed to rent it out upon the death of a loved one?  Follow The…
Read Moreabout The Value of an Inherited Home in The Airbnb Era

Just as the word implies, a trustee is a person entrusted with assets intended for the benefit of others. Specifically, as Investopedia explains: A trust is a fiduciary relationship in which one party, known as a trustor,…
Read Moreabout Understanding the Essential Duties of a Trustee

WOODCLIFF LAKE, NJ, March 2, 2021 Colonial Surety Company is excited to launch the newest addition in a growing portfolio of digital, direct-to-customer, bond, and insurance products. As an insurtech innovator, Colonial is advancing a…
Read Moreabout Court & Fiduciary Bonds Online, Instantly | The Partnership Account® for Attorneys