Our Blog - Surety Matters

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

Make things as easy as possible for yourself, and the loved ones who will eventually step in to help, by proactively organizing your digital affairs. For example, carefully provide account and access information to your…
Read Moreabout Digital Accounts? Estate Planning Tips

Loss brings legal complexities. Someone must settle the estate. Enter the personal representative, a fiduciary. This role demands trust and strict adherence to law. Read on for an understanding of the overall duties of personal…
Read Moreabout Personal Representative Duties Explained

Though we associate estate planning with death, the reality is that it’s mostly about preparing to live a good, long life, even as we experience age-related declines. It’s especially wise for women to attend to…
Read Moreabout Age Well: Planning Advice for Women

When you own a construction business, there’s no better feeling than winning a juicy project and having it go exactly as planned. Unfortunately, of course, so many things can go wrong. That’s why having the…
Read Moreabout Systematic Success?