Our Blog - Surety Matters

  Organizing our assets for distribution to others is obviously important. Even if we have carefully managed to set aside just a little more then we need, gifts will mean a great deal to loved…
Read Moreabout Wills and Trusts: The Differences Explained

  Given the rapid pace of evolving technology—and today’s litigious environment—benefit industry experts remind plan sponsors that protecting participant data against cybersecurity breaches is an increasingly pressing duty. Since it’s not a matter of “if”…
Read Moreabout Data Protection: Who Has Access?

  As anticipated, a bipartisan group of leaders in Congress have signaled that they will issue corrections related to the massive SECURE 2.0 Act which was passed at the end of 2022. Although no timeframe…
Read Moreabout SECURE 2.0: Technical Corrections

  Proactively establishing relationships with the local building department is essential for running a contracting business successfully. Knowing and following the department’s standards helps to prevent delays, penalties, legal challenges and backtracking on projects. Of…
Read Moreabout Collaboration Is Key: Building Departments

  Federal funding from the Elementary and Secondary Emergency Relief (ESSER) allocations has spurred optimism in school districts across the country. Projects that would ordinarily be nearly impossible to tackle are underway. Here are examples—and…
Read Moreabout Burst of Upgrades: School Buildings

  “Avoid probate,” is a buzzy phrase in estate planning. Keep in mind, however, that though the public process of settling our affairs does take some time and administrative wear and tear, it can be…
Read Moreabout Probate: Not All Bad

  Safeguarding assets is important to everyone, and those who own businesses arguably need to pay particular attention to both company and personal assets. Limited Liability Companies (LLCs) and Trusts can each play a different…
Read Moreabout Asset Protection: LLC Vs Trust?

  When you agree to serve as the fiduciary responsible for the affairs of a friend or relation upon their death, be aware that some drama could crop up, especially if there is no estate…
Read Moreabout Probate Drama: Surprise?

  Creating a will is a great way to ensure assets and treasures, be they few or many, end up where we want them to—with designated loved ones, friends or charities. Be careful though: what…
Read Moreabout Contingent Beneficiaries?