Our Blog - Surety Matters

When creating a trust, the designation of trustee is among the most important decisions the trustor makes. As a fiduciary, the trustee has significant responsibilities on behalf of beneficiaries—but may not necessarily have deep financial,…
Read Moreabout Directed Trusts: A Basic Overview

If you and your family are among the many millions of Americans who have not yet figured out how to pass your assets to the next generation (aka estate planning), try taking some creative inspiration…
Read Moreabout Encanto: Inspiration for Estate Planning

  State laws of intestate succession that typically date back to the 1950s determine the relations who receive our assets if we die with a will. Experts point out that this can create unfortunate disconnects,…
Read Moreabout Modern Families vs Intestate Succession?

State governments appoint notaries to act as impartial witnesses to the signing of important documents, essentially guarding against fraud by verifying identity. Though notaries do not provide legal guidance on the contents of documents, they…
Read Moreabout Understanding The Services Notaries Provide

  It’s common for government agencies to require professionals from different fields to obtain a license bond as a requisite toward licensure. Read on for everything you need to know about license bonds, from the…
Read Moreabout License Bonds Explained

Security leaders are advising businesses to tighten up basic cybersecurity practices and protocols, observing that malicious actors are exploiting fundamentally weak controls to break into businesses and wreak havoc with data and accounts.   Welcoming…
Read Moreabout Weak Controls: Threat Actors Welcome

  Even if the magnitude and omnipresence of cyber threats has had you and your small business frozen like a deer in the headlights, you can get up to speed with expert advice and practical…
Read Moreabout Cybersecurity: Deer In The Headlights?

  Much about leaving the pandemic behind remains unclear, but new certainties are taking hold in workplaces. With survey data showing that as many as 82% of business leaders are embracing the new norm of…
Read Moreabout Cybersecurity and Hybrid Workplaces?

  Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
Read Moreabout Aging In Place: Estate Planning