Our Blog - Surety Matters

As all eyes have focused on lowering the fees associated with participating in employer sponsored retirement plans, like 401k’s, participants in larger plans have benefitted the most from cost reductions. Can automation, well applied, pave…
Read Moreabout Lower Costs: Automation?

If there are grounds to challenge a trial court’s decision in a civil case, an appellate attorney can argue that legal errors were made, warranting a reversal or modification of the lower court’s decision. Pending…
Read Moreabout Civil Case: Appeal Bonds Explained

As a family business owner, your company is more than an asset—it’s your legacy. You’ve poured your heart into its success, and ensuring its future prosperity is paramount. Safeguard your family’s future and your business…
Read Moreabout Your Business, Your Legacy: Estate Planning

As digital assets, whether of personal, creative or monetary value, continue to represent a bigger slice of our lives, it’s wise to also consider what happens to them if we experience a capacity loss, as…
Read Moreabout Digital Executor: Who’s Yours?

Probate is the public process of resolving the debts of the deceased, and then distributing assets either in accordance with the laws of intestacy, or a will. Probate goes smoothly for most families, though it…
Read Moreabout Probate Litigation and The Role of Attorneys

Most of us indeed want that! No wonder there is great interest in pursuing lifetime income options, often referred to as annuities, within retirement plans, like 401ks. Nonetheless, it’s easier said than done for plan…
Read Moreabout Guaranteed Income For Life?

Probably not for baby boomers, but most likely, yes, for Gen Z and millennials. Though it’s no surprise that technology continues to both create and illustrate big shifts between generations, a recent study conducted by…
Read Moreabout Retirement Planning: Advice from AI?

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