Our Blog - Surety Matters

  Making formal “if this/then that” finance plans (aka prenuptial contracts) in advance of marriage is not the same as estate planning, however prenup arrangements can be a helpful way to jumpstart a collaborative estate…
Read Moreabout Prenups and Estate Planning?

  Adding transfer-on-death (TOD) and payable-on-death (POD) designations to financial accounts can be a helpful way to ensure beneficiaries efficiently receive assets intended for them. However, to avoid unintended negative consequences, account designations do need…
Read Moreabout Estate Planning: Transfer Designations?

  Deep sorrow is normal following the death of a loved one, and ultimately, nothing we do is likely to change that. We can, however, do the important tasks of leaving our affairs in order…
Read Moreabout Heartbroken?

  Just as retirement plan sponsors must deeply understand and comply with ERISA, so too must each and every member of a retirement plan committee. Regular meetings, education, training, and follow-up are best practices. Committee…
Read Moreabout Committee Duties and Training

  Litigation related to employee benefits is a growing area of risk for businesses, and, when allegations are made, sound defense is a must. Consider, for example, that in cases brought against retirement plan sponsors,…
Read Moreabout Prove It: Defense Is a Must

  Lucky the owner behind a growing construction business that is not having trouble training and retaining a solid team of employees. Retirement of baby boomers, the tight labor market, and a plethora of civic…
Read Moreabout New Hires? Training Tips

What’s Old Is New: Innovation Although synthetic macrofibers have been available as alternatives to steel for several decades, the risks associated with innovating have kept builders away. However, the completion of several major projects in…
Read Moreabout What’s Old Is New: Innovation

  In construction, successfully fulfilling all contractual obligations is often way easier said than done.  Before disputes over errors and omissions turn into costly and time consuming court battles, try arbitration. In addition to saving…
Read Moreabout Arbitration vs Litigation?

  Supply chains might be improving, but the bigger reason stressing over material procurement has eased is likely that builders have gotten a whole lot better at “bobbing and weaving.” Creativity and collaboration are new…
Read Moreabout Supply Chains: Adapting To New Realities