Our Blog - Surety Matters

  San Antonio has grown by 8% in ten years. Estimates indicate a million more people will call the city home by 2040. Recognizing that airport expansion is critical to the regional boom, public leaders…
Read Moreabout $2.5 Billion Airport Expansion: San Antonio?

  Executing a will can be fraught with difficult tasks. For example, debts must be resolved before assets are distributed—and prolonged waiting can lead to anxious beneficiaries. Add grief to the mix and conflicts can…
Read Moreabout Do’s and Don’ts for Executors

When creating a trust, the designation of trustee is among the most important decisions the trustor makes. As a fiduciary, the trustee has significant responsibilities on behalf of beneficiaries—but may not necessarily have deep financial,…
Read Moreabout Directed Trusts: A Basic Overview

If you and your family are among the many millions of Americans who have not yet figured out how to pass your assets to the next generation (aka estate planning), try taking some creative inspiration…
Read Moreabout Encanto: Inspiration for Estate Planning

  State laws of intestate succession that typically date back to the 1950s determine the relations who receive our assets if we die with a will. Experts point out that this can create unfortunate disconnects,…
Read Moreabout Modern Families vs Intestate Succession?

State governments appoint notaries to act as impartial witnesses to the signing of important documents, essentially guarding against fraud by verifying identity. Though notaries do not provide legal guidance on the contents of documents, they…
Read Moreabout Understanding The Services Notaries Provide

  It’s common for government agencies to require professionals from different fields to obtain a license bond as a requisite toward licensure. Read on for everything you need to know about license bonds, from the…
Read Moreabout License Bonds Explained

  Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
Read Moreabout Aging In Place: Estate Planning

  Many retirees opt to spend their late years in sunny Arizona—even if that means forgoing a local family support network. Recognizing this, Arizona probate courts appoint fiduciaries to serve as personal representatives, or even…
Read Moreabout Public Fiduciary Explained