Our Blog - Surety Matters

  No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
Read Moreabout Inheritance: Dividing The Money Evenly?

  If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
Read Moreabout Special Needs Grandchildren?

  Retirement plan sponsors from small and midsize businesses are challenged by the task of evaluating the cybersecurity procedures and protocols of recordkeepers and other service providers. Experts provide advice about adhering to The Department…
Read Moreabout Small Businesses: Left In The Dark?

You are not alone if you find yourself cloudy on your fiduciary obligations as a plan sponsor. Retirement industry executives observe that very few plan sponsors deeply understand their fiduciary duties or how to protect…
Read Moreabout Housekeeping Time: Tips for Plan Sponsors

Largest Soccer Stadium In the USA? In May 2022, the largest soccer stadium in North America is slated to open in Nashville, Tennessee, just in the nick of time for the Nashville’s Soccer Club to…
Read Moreabout Largest Soccer Stadium In the USA?

  Toot, toot! The recent completion of a  bypass structure on the Chicago “L” system, marks the completion of a significant part of the overhaul on the long-beleaguered Red and Purple lines.  Breaking Up a…
Read Moreabout Making Tracks In Chicago

  Whether you are up to your elbows in estate planning, or just trying to figure out how to get started, the terminology can get a bit fuzzy, hard to digest and keep straight. Short…
Read Moreabout What Exactly Is a Trust?

  How will $68 trillion in wealth be passed along to Millennials and Generation X over the next twenty-five years? Wealthtech! That’s the disruption experts say is underway as legal, financial and tech innovators work…
Read Moreabout Disrupting Estate Planning: Wealthtech?

  At least 15,600 of the country’s 91,000 dams are classified as “high-hazard” structures. If they fail, the potential for loss of life and property damage is high. Though insufficient to address all the problems—and…
Read Moreabout Dam Safety?