Our Blog - Surety Matters

Despite the pressure on hiring and getting new talent going fast, it’s best not to skimp on time and effort when it comes to onboarding and training. Indeed, careful attention to new employees is a…
Read Moreabout It Pays Off: Training

Dabbling in cryptocurrency more than your family knows? Tucked away emergency funds in a purely online bank? Most of us are incrementally accumulating more digital assets than we realize. Whether of actual or sentimental value,…
Read Moreabout Digital Assets: Inventory and Plan

Setting up a revocable trust is relatively easy, allows for flexibility and helps with a number of estate planning goals, including by-passing the public process of probate.  Nonetheless, there are several categories of assets which…
Read Moreabout Assets Not To Put In A Trust?

There are important reasons, including shielding and protecting assets, for choosing an irrevocable trust as an estate plan anchor. Nonetheless, “never” being able to modify plans can be a constraint if life takes unexpected twists….
Read Moreabout Irrevocable Trusts: Modification?

Yes, it’s time. Millennials have been busy growing up, working, getting married, buying homes, and having kids. Estate planning is an important way to ensure assets and affairs are organized. Though life will keep changing,…
Read Moreabout Millennials and Estate Planning?

Jotting down a to-do list can be a part of planning, but is not really a plan in and of itself. Although we’d like to think time stands in the way of more robust planning,…
Read Moreabout 6 Building Blocks of Successful Plans

ABC has estimated that this year alone, 500,000 new workers are needed in the construction industry. With builders across the country scrambling to hire and onboard new employees, it certainly comes as good news that…
Read Moreabout Toolbelt Generation?

Since trusts can be tailored to address a variety of circumstances, establishing a trust can be worth the time and effort for many families, especially when the trust agreement clearly lays out the plan for…
Read Moreabout Trust Assets: Takers of Last Resort?

The possibility of living a longer, healthier life has never been greater. Nonetheless, capacity declines are a real possibility for all of us. Proactively designating a power of attorney (POA), ensures someone we trust can…
Read Moreabout Authorized Decision Makers: POA and Guardian