Our Blog - Surety Matters

  The assets left behind when a retirement plan participant dies must be properly administered. This requires remaining abreast of the “life status” of participants and connecting with beneficiaries accordingly. Though monitoring death is no…
Read Moreabout Life Status: A Fiduciary Obligation

  Setting up a trust can be a very helpful way to put plans in place for our assets—and future care needs too. Experts remind us, however, that trusts are not a magic wand for…
Read Moreabout Trusts Require Careful Decisions

  Whether you have a little or a lot to gift to your favorite organization or cause, you can arrange to do so via either a will or a trust. Though charitable giving is possible…
Read Moreabout Charitable Giving: Will vs Trust?

  When you open a bank account, or participate in the company sponsored retirement plan, you most likely named a beneficiary. Good news: in essence, you’ve already begun your estate plan. Keep going with these…
Read Moreabout You Probably Already Started…

  Trusts are very useful tools in estate planning: in addition to helping us gift assets to others, they allow us to make arrangements for our own care as we age. Once a trust is…
Read Moreabout Heggstad Petitions Explained

  To increase 401k participation and savings, messaging has to focus on achievable goals and use the delivery channels savers at different ages are most likely to find relevant. Marketing experts share actionable strategies.  …
Read Moreabout Messaging Matters: 401k Participation

  Cybersecurity is absolutely personal: our data, accounts, savings—everything—requires protection. Another thing that’s become personal at most of our businesses is communication: targeted marketing is better then broad sweeps. Here’s the thing: increased reliance on…
Read Moreabout Cybersecurity: It’s Personal

  Having details about assets—and debts—documented and handy is a great jumping off point for estate planning. With a balance sheet in hand, it’s easier to get appropriate estate planning assistance. It’s also easier to…
Read Moreabout Make A Balance Sheet

  Among the reasons why it can feel daunting to take action and create an estate plan is the terminology. With help from experts, here are definitions of words associated with estate planning. Understanding them…
Read Moreabout Defining The Terms: Estate Planning