Our Blog - Surety Matters

The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
Read Moreabout In Real Life: Proactive Planning and Gifting

Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
Read Moreabout Adulting: Do You Have An Estate?

If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
Read Moreabout Moving to a New State? What About The Trust?

Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
Read Moreabout Family Harmony: Avoid Ambiguity

Amazon changed buying for everyone. Though many of us find ourselves in a love/hate relationship with the giant, business owners have to admit it: ease is now a baseline customer expectation. How can you make…
Read Moreabout Want More Customers? Make It Easier…

Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
Read Moreabout Preventing Legal Challenges To Estate Plans

Simply put, probate litigation is a legal contest about the assets and affairs of someone who has died. Probate litigation can also result from conflicts over the best interests of an individual experiencing a capacity…
Read Moreabout What Is Probate Litigation?

Spring’s arrival often brings a surge in construction activity, which is good news for builders. Unfortunately, heavy wind, rain and unpredictable weather can make things really difficult on people, projects, and ultimately, profitability. Read on…
Read Moreabout Weathering The Storm?

When done well, automating the accounting tasks involved in running a construction business can certainly result in efficiency gains. Here’s the hitch though: a lack of understanding about your financial operations, and errors in your…
Read Moreabout Accounting: Magic Wand?