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Estate Plans: It Takes a Village

  By it’s very nature, creating—and periodically updating, an estate plan requires us to involve others. Importantly, for example, when young children are involved, a guardian must be designated. Wills...
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Flawed Retirement Plans?

...pain-free, efficient, and friendly service every time.   Colonial Surety Company is rated “A Excellent” by A.M. Best Company, U.S. Treasury listed and in business all across the country.  ...
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What Does Your Adviser Think?

...Liability coverage to safeguard your company and plan from covered losses and expenses in the event of a cyber breach. Obtain Complete Plan Sponsor Package Here.   Colonial Surety Company is in...
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Sky’s The Limit: Electricians, Please!

Between now and 2029, the need for electricians is expected to increase by 8%. Industry experts observe that unless the field attracts new talent, labor shortages will intensify. Who will...
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Inheriting Debt?

.... These terms differ by region and circumstance, and it is not uncommon to find them used somewhat interchangeably. Elder Care Direction offers this breakdown on the terms: personal representative...
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ERISA 3(16) Fiduciary Explained

...a knowledgeable person. The DOL assumes plan sponsors know what they are doing when it comes to running a plan—and if they don’t—they should seek out competent support or be...
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Cybercriminals: Sophisticated Techniques

  The Federal Bureau of Investigation reports a 69% spike in cybercrime complaints from 2019-2020. Financial losses totaled over $4 billion. As the techniques deployed by cybercriminals are becoming more...
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Assets, Debts, Taxes: Executor Duties

...directly to the general public, Colonial  offers The Partnership Account® for Attorneys . This free business service provides user-friendly client management dashboards, enabling attorneys to easily coordinate, view, complete and e-file all the...
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Ready?

...process actions. Indeed, the importance of digging into the details is underscored by the current storm of lawsuits alleging violation of ERISA fiduciary duties. For example, the National Association of...
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