Our Blog - Surety Matters

The stakes are high in a guardianship dispute. Because guardianships are established in court, ending or changing a guardianship cannot occur without court intervention. Read on for an overview of the motions which can be…
Read Moreabout Disputing An Adult Guardianship?

With the Baby Boom generation growing older, an estimated $124 trillion is being passed on to younger generations. As a result: it’s estimated that in just a few years—by 2030—women will control way more money…
Read Moreabout Wealth Transfer and Women: Estate Plan!

  Despite diligence, achieving error-free compliance with regulations for company sponsored retirement plans can be tough. Mistakes and oversights do happen, and proactively addressing them is best practice. Updates made by the Employee Benefits Security…
Read Moreabout Correction In Real Time

  For most savers, the 401k plan represents their largest asset toward ensuring both a secure older age, and the possibility of leaving loved ones with “at least a little something” for their well-being. Needless…
Read Moreabout Clear and Accurate: Beneficiaries?

With disruption, change, and uncertainty impacting businesses of all kinds, construction business owners may be feeling especially stressed. There’s no time to stick your head in the sand, though. Positive results require flexibility, trying new…
Read Moreabout Action Steps for Uncertain Times!

Running really behind? Hit a snag? Scope of work issue? While it may be tempting to put off giving bad news to customers, proactive communication always turns out best. Make it easier to share unfortunate…
Read Moreabout Bad News? Communicate It!

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

Driven by a variety of factors, including improved health, shifting attitudes about retirement, and financial necessity, the number of employees aged 65 and older continues to steadily increase. Wise employers are tuning into the trend,…
Read Moreabout Pay Attention: Older Workers