Our Blog - Surety Matters

That’s a question lots of families find themselves asking upon the death of a loved one. The answer? It depends! Each state has its own protocols, though there are common practices. The length of time…
Read Moreabout How Long Is Probate?

Art? Vintage cars? Antiques? Jewelry? Fashion? Whatever your passion, if you enjoy collecting, you’ll also want to invest in a plan for the future of your treasures. While it is of course important to plan…
Read Moreabout Estate Planning: Tips for Collectors

If you are like most construction business owners, you are hoping to grow your business but just can’t seem to make it happen. The good news-bad news is you are very likely your own biggest…
Read Moreabout Growth Plan? People Plan!

Got an icky feeling that a build is headed for delay but can’t quite nail down what to do about it? Check your data—you probably already have more intel at your fingertips than you realize,…
Read Moreabout Information At Your Fingertips?

Setting up a revocable living trust has many advantages as we enter our older ages and become faced with choices about our own care in the event of decline, as well as transferring assets to…
Read Moreabout Revocable Living Trusts 101

When a trust is established as part of estate and care planning, a fiduciary must be named to carry out the purpose of the trust. This person is referred to as a trustee. It is…
Read Moreabout No Trustee? Consider a Third Party

When projects end up in a nasty swirl of finger pointing and blame, it’s probably time to take a good look at clarifying goals, and roles. “Always make the customer happy,” is a nice mantra,…
Read Moreabout Teamwork: Clarity Please?

From the foundations of homes to the complex infrastructure of bridges and tunnels, construction craft laborers are the backbone of the building industry. To address the significant gap between the demand for these workers and…
Read Moreabout Craft Laborers: New Training Options

With millions of American families grappling with the complex terrain of addiction, proactive estate planning is an important way to craft a safety net—-a framework of carefully considered strategies that provide stability and support in…
Read Moreabout Addiction and Estate Planning