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Our blog covering the latest in bonds and insurance
Court Bonds 06.27.2022

Probate vs Probate Litigation?

  When a loved one dies, grief can make legal terms even harder to comprehend then usual. Here’s clarity on probate: most families will work through their state’s probate process to settle the affairs of…
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Probate vs Probate Litigation?
Court Bonds 06.27.2022

Trusts and Wills: Understanding Differences

  Wills and trusts are both helpful estate planning tools. Either a will or a trust enables families to lay out how assets are ultimately to be distributed. When wills are used, the public probate…
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Trusts and Wills: Understanding Differences
ERISA 06.27.2022

Endless Responsibility Lists?

That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews:   “Since the DOL’s release of…
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Endless Responsibility Lists?
ERISA 06.27.2022

Plan Sponsor Worry List

Plan Sponsor Worry List Retirement plan sponsors across the country find themselves with ever more to do—and worry about—especially in small businesses. Striving to provide employees with better benefits, keep up with regulations, address cybersecurity…
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Plan Sponsor Worry List
Surety Bonds 06.27.2022

Sales Tax Bonds Explained

  When you’re in business to sell, chances are good that you are required to report and file the applicable sales taxes with your local and state governments. As a guarantee that you will do…
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Sales Tax Bonds Explained
Contract Surety 06.27.2022

Expanding: Clean Energy Construction

  New executive orders from the White House leverage the Defense Production Act of 1950 to propel clean energy construction and, ultimately, increase the production of clean energy in the United States. Domestic Manufacturing Construction…
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Expanding: Clean Energy Construction
ERISA 06.21.2022

ERISA 104b Requests?

  Retirement plan participants have the right to request plan documents and information. When they make a request, it’s important to respond in a timely manner—and to keep a record of doing so. Pay attention…
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ERISA 104b Requests?
ERISA 06.21.2022

Public Leaders Agree: Securing Retirement

  The Senate’s Health, Education, Labor and Pensions Committee (HELP) has advanced the RISE and SHINE Act aimed at improving retirement security. It is anticipated that the Senate Finance Committee will now add to the…
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Public Leaders Agree: Securing Retirement
Court Bonds 06.21.2022

Will Contests Delay Probate

  Although many states now have expedited probate processes, lengthy delays can still occur. For example, if there is a challenge to the validity of a will, the probate process essentially comes to a halt—no…
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Will Contests Delay Probate