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Our blog covering the latest in bonds and insurance
Court Bonds 07.15.2019

Set Up Trusts to Ensure Finances Are Used How You Would Like

Setting up a last will and testament directs where and to whom your money goes, but it does not detail how exactly your assets are to be used overall. Estate executors may then determine what…
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Set Up Trusts to Ensure Finances Are Used How You Would Like
Court Bonds 07.13.2019

New Jersey Estate Executor Requirements

State of New Jersey statutes do not lay out particular requirements in order to be named an estate executor in the State of New Jersey. Essentially, it just has to be an adult. The court will then…
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New Jersey Estate Executor Requirements
Court Bonds 07.08.2019

New York’s Small Estate Probate Exception

In the State of New York, there are simplified probate procedures if the estate at issue is small enough. Probate property and assets sent through this process will be able to pass more easily and at greater…
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New York’s Small Estate Probate Exception
Court Bonds 07.02.2019

Powers of California Trustees

In California, if you are named a trustee, you have the power to collect, hold, and retain trust property until the trust property should be disposed of according to the judgment of the trustee. Even…
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Powers of California Trustees
Court Bonds 07.02.2019

The California Civil Appeal Process

When you appeal a civil case in California, the appeal court will determine primarily whether the trial court made an error of law that changed the outcome of the trial court case or whether there was…
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The California Civil Appeal Process
Court Bonds 07.02.2019

What do California Legal Document Assistants Do?

California legal document assistants, or LDAs, are legal professionals who are authorized to prepare legal documents such as probate documents for clients. They are not lawyers but are there to assist clients seeking to navigate…
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What do California Legal Document Assistants Do?
Court Bonds 07.02.2019

A VA Fiduciary’s Duties

Many involved with the military are aware of the United States Department of Veterans Affairs but what exactly is the Department of Veterans Affairs fiduciary program and what are the duties of those fiduciaries? The…
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A VA Fiduciary’s Duties
Court Bonds 07.02.2019

New York Estate Executor Restrictions

When a deceased person dies with a will, an executor is appointed to manage their estate. They have to faithfully perform their duties and work for the interests of the estate and its beneficiaries. But…
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New York Estate Executor Restrictions
Court Bonds 07.02.2019

Managing a VA Beneficiary’s Funds

So you have been appointed as a VA fiduciary by the United States Department of Veterans Affairs. Did you know that you have specific responsibilities when it comes to managing your VA beneficiary’s funds? VA fiduciaries have…
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Managing a VA Beneficiary’s Funds