Our Blog - Surety Matters

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
Read Moreabout Contesting An Estate Plan?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
Read Moreabout Grandchildren: Custodial Account?

Though ERISA does not require a committee for the company sponsored retirement plan, having a well trained and organized committee can contribute to prudent decision-making regarding plan administration, investment selection and oversight. A well-functioning committee…
Read Moreabout 401k Committee

One of the many provisions tucked into 2022’s massive SECURE 2.0 legislation is the option for employers to assist employees with student loan payments, by treating the payments as a contribution to the retirement plan,…
Read Moreabout Retirement Plan: Adding the Student Loan Match?

If you have children, you have hopes and dreams for them, and ideally, you’re also saving up for their needs as they grow. If something happens to you suddenly, who knows about your savings and…
Read Moreabout Protecting Children, Achieving Dreams

Even though estate planning is typically associated with arrangements for distributing assets upon death, it’s a wise idea to consider debts too. Financial obligations do not automatically evaporate when we die, and sorting out what…
Read Moreabout Estate Planning With Debt?

Yes, generally, company sponsored retirement plans with 100 or more participants must include an independent audit report with the annual filing of Form 5500. Additionally, the Department of Labor’s Employee Benefits Security Administration (EBSA) can…
Read Moreabout 401k Plans and Audits?

When you sponsor a retirement plan at your business, you are a fiduciary. Whether or not you know that, understand it, or enjoy the responsibilities it entails, under the high standards of the Employee Retirement…
Read Moreabout How To Manage Your Fiduciary Liability

Many of us associate estate planning with complex legal jargon and large financial portfolios, but a complete estate plan is simply a thoughtful strategy for the future. It’s about protecting yourself and your loved ones,…
Read Moreabout What’s A Complete Estate Plan?