Our Blog - Surety Matters

  Contractor? Are you being scammed? Experts say there’s a good chance you might be, given that middle market companies are averaging about $300,000 of losses annually due to incremental invoicing scams. In other words,…
Read Moreabout Invoice Scam?

Families of children with special needs have extra to worry about in life—and estate planning. What happens, for example, if a family intends to leave a co-op apartment to an adult child with special needs?…
Read Moreabout Co-ops, Trusts and Special Needs?

  Cybercriminals consider attacks against retirement accounts a lucrative business. That’s why they don’t blink at putting in extra time and effort to invade our hard earned retirement savings. Experts remind plan sponsors to keep…
Read Moreabout Lucrative Business? Cybercrime!

Among the many details to attend to when sponsoring a retirement plan, is the careful recording of employee termination dates. This record is critical to the subsequent execution of a multitude of plan provisions. With…
Read Moreabout Compliance: Termination Dates

  Estate planning is extra important for those who take on the high risks of being a first responder, such as firefighters, law enforcement officers, and paramedics. In addition to on-the job crisis, first responders…
Read Moreabout First Responder? Estate Planning Jumpstart

  A fiduciary charged with overseeing the affairs of an estate, such as the executor, representative or administrator, must safeguard the assets on behalf of the beneficiaries. In New York, if the fiduciary believes assets…
Read Moreabout Estate Law: SCPA 2103 Proceeding?

  Poor password practices and other careless habits among retirement plan participants contribute to the cybersecurity threats—and breaches—occurring to retirement accounts. Though plan sponsors cannot of course control participant behavior, they must exert diligence in…
Read Moreabout Careless Participants?

  How much do you need to save to achieve your monthly budget for retirement? This question exemplifies how traditionally, retirement planning tools rest on an assumption that somehow, magically, once we retire, our expenses…
Read Moreabout Needs, Wants and Wishes Too

  Who is going to tackle the work of rebuilding in Florida after Hurricane Ian? That’s a question on a lot of minds—and not just in Florida. As storms of every kind continue to surprise…
Read Moreabout Stormy Weather