Our Blog - Surety Matters

  When we die, someone has to bring our affairs to closure. This is true whether we have left a will, a trust, or, die without a plan. The name for this role differs depending…
Read Moreabout Personal Representative?

  The public process of reconciling the affairs of the deceased can be confusing and filled with terminology that is not typically used on a day to day basis. Understandably, grief can interfere with navigating…
Read Moreabout The Probate Process: An Overview

  Although both retirement plan participants and sponsors have worries about  retirement plans, neither expect to make substantial changes to contributions this year. According to Ubiquity’s State of the Industry survey, fear of not having…
Read Moreabout Stressed But Sticking With The Plan

  Yes, it’s true. Some costs are trending down—and that includes investment fees for retirement plans: they have been declining over the past six years. 2022 was no exception. Explore the trend, and pause to…
Read Moreabout Good News: Fees Dropping

  Despite widespread communication efforts on password safety, most of us remain sloppy, preferring patterns and words that are easy to remember over best practices in password hygiene. Techies say help is on the way…
Read Moreabout Passkeys To The Rescue?

  The assets left behind when a retirement plan participant dies must be properly administered. This requires remaining abreast of the “life status” of participants and connecting with beneficiaries accordingly. Though monitoring death is no…
Read Moreabout Life Status: A Fiduciary Obligation

  Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
Read Moreabout Trusts Require Careful Decisions

  Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
Read Moreabout Charitable Giving: Will vs Trust?

  The construction industry is changing and there are many tangible signs of progress to be celebrated. Experts share highlights, and remind us of the helpful role data and technology play in achieving positive—and profitable—outcomes….
Read Moreabout Progress: Green Building and Technology