Our Blog - Surety Matters

  Employee dishonesty bonds are an important component of risk management plans for many types of businesses. Sometimes referred to as fidelity bonds, employee dishonesty bonds, just as the name implies, protect businesses from dishonest…
Read Moreabout Employee Dishonesty Bonds Explained

  Like other states across the country, California is leveraging federal and state dollars for game changing new approaches to building schools. The demand to let fresh air, nature, light, and color in, is adding…
Read Moreabout Modular Building: California Schools

  Maryland’s Forte George G. Meade is home to numerous partner organizations of the Army, Navy, Air Force, Marines and Coast Guard. Importantly, it’s also home to several critical federal agencies, including the National Security…
Read Moreabout Winning Bid: Forte Meade

  Among the many questions that retirement plan sponsors and their service providers confront is what to do when given a power of attorney (POA) for a plan participant. Indeed, designating a POA is an…
Read Moreabout Retirement Plans: Power of Attorney?

Plan sponsors across the country are leaning in to employee interest in better understanding their retirement finances and plan options. Efforts to provide increased financial education and access to advisors are underway. Curbing financial jargon…
Read Moreabout What Did You Say?

  Solid estate plans often involve both the establishment of a trust and a pour-over will. Both tools work well together to ensure that our affairs are as organized as possible, and curtail some of…
Read Moreabout Trusts and Pour-Over Wills?

Transparency with family members, friends and business partners is key throughout our lives—and holds true when establishing a trust too. Estate planning specialists urge transparency with both the designated trustee and beneficiaries, to avoid both…
Read Moreabout Trusts: Set Everyone Up For Success

A state of the art space for next gen social scientists and business leaders is slated for completion in 2024 at Marist College’s Poughkeepsie campus. With the vision of pollinating ideas across disciplines Marist has…
Read Moreabout Constructing a New Idea Hub

Highways, bridges, public transit, and water infrastructure are all on the docket, as Phoenix, Arizona expands and innovates. Coming in at number eight on the American Society of Civil Engineers 2022 listing of “best places…
Read Moreabout Phoenix: Busy Building