Our Blog - Surety Matters

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?

After scurrying to make a hire and get the project moving, you send a newbie off with a few instructions, an old copy of the safety procedures, and hope for the best. You hired them…
Read Moreabout Sink or swim? Onboarding Please

Many people find that establishing a trust is a great approach to estate planning. Trusts can be set up to accomplish a variety of goals both during our lifetimes and after we die. When creating…
Read Moreabout Good Idea: Successor Trustee

Dogs rule. Cats…Fish? Gerbils? Birds….Statistics show that young and old continue to invest heavily in pets. We appreciate their loyalty, and welcome the joy they add to our days. But when we choose to bring…
Read Moreabout Friends Furever: Setting Up A Pet Trust