Our Blog - Surety Matters

In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
Read Moreabout Roller Coaster Ride: Benchmark!

A question each of us will have to answer sooner or later in our lives is: Who will take over our financial affairs when we can no longer handle them? Establishing a trust is a…
Read Moreabout Tips for Choosing A Professional Trustee

With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,”  and recommend strategies, solutions and…
Read Moreabout Mounting Pressures: Plan Sponsorship

No one knows how long they get to live with a clear mind and the capacity to make independent decisions. Ideally, proactive care and estate planning has designated someone we trust to take over long…
Read Moreabout Struggling Elders? Guardianship?

Probate often gets a bad rap, likely because it is associated with two things we dread: death and bureaucratic procedures. Nonetheless, most families will likely experience probate, which is not to be confused with probate…
Read Moreabout Probate Is Normal, Probate Litigation Is Not

While most of us know that having a plan for the future is a responsible step, the idea of “estate planning” often gets pushed to the back burner, filed under “someday.” But a well-crafted estate…
Read Moreabout Estate Planning For Life

An aggressive plaintiffs’ bar, the use of AI to rapidly mine retirement plan data for potential mistakes, complex regulations, and legal precedent from successful ERISA lawsuits, are all stacking up against retirement plan sponsors. In…
Read Moreabout Bet The Business!

Two rising trends, absent attention, put the hard earned retirement savings of older people in great jeopardy. The first is the increased instances of dementia, as more people live longer lives. The second is increased…
Read Moreabout Protecting Retirement Funds: Dementia?

If successful, a replevin action in civil court returns wrongfully taken property to the rightful owner. Examples of replevin cases include: repossession of a car after payment defaults, disputes between landlords and tenants, and property…
Read Moreabout Replevin Cases and Bonds Explained