Surety Matters

Our blog covering the latest in bonds and insurance
Court Bonds 05.03.2021

Special Needs and the Trustee Role

 When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
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Special Needs and the Trustee Role
Court Bonds 04.27.2021

IRS Estate Law Updates

Along with the spring showers, there’s been some uncertainty in the air about the required minimum distributions for inherited retirement benefits. Estate law practitioners explain the confusion and offer an update. The Secure Act of…
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IRS Estate Law Updates
Court Bonds 04.27.2021

Settling Affairs: Get A Bank Account

Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. When there is a will, an executor generally performs this role. In either case,…
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Settling Affairs: Get A Bank Account
Court Bonds 04.19.2021

Probate Explained

Probate Explained Probate is not as scary as it can sometimes sound. Understanding the basics will take a weight off your shoulders if you are executing or administering a will. Even getting a probate bond…
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Probate Explained
Court Bonds 04.19.2021

Court Appointed Administrators Explained

  Typically when someone dies without a will, an administrator is appointed in probate court to settle the affairs of the deceased. Frequently, probate courts require the administrator to obtain a type of fidelity bond,…
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Court Appointed Administrators Explained
Court Bonds 04.12.2021

Unequal But Fair: Estate Planning

  Estate planning experts are helping older adults realize unspoken hopes about the “right” distribution of assets to grown children. Sometimes this results in less equal, but ultimately more fair plans.  Realistic and transparent family…
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Unequal But Fair: Estate Planning
Court Bonds 04.12.2021

Joint Bank Accounts Create Complications

Legal experts caution that adding a child to your bank account for efficient access to funds upon your death can create its own complications. Additionally, doing so is not nearly the same as formalizing your…
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Joint Bank Accounts Create Complications
Court Bonds 04.05.2021

Estate Planning For Art Collectors

The art we choose to value contributes to our stories—those we tell and those that will be told about us. Whether you have a few cherished antiques, splurged on a work of modern art that…
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Estate Planning For Art Collectors
Court Bonds 04.01.2021

Count Yourself In: Consider a Trust

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
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Count Yourself In: Consider a Trust