Our Blog - Surety Matters

  Estate law experts help families understand the public processes and protocols that bring closure to our affairs when we die. Attorneys also help us navigate the complex terminology involved along the way, which tends…
Read Moreabout Surrogate Court or Probate Court?

  While it is necessary for retirement plan sponsors to follow all of the cybersecurity best practices prescribed by the Department of Labor, numbers 9 and 12 on the list hold particular importance: following them…
Read Moreabout Best Practices: #9 and #12

  Under Secure 2.0, retirement savers will find it easier to draw on their funds should an emergency strike. Though COVID-19 has reinforced the critical importance of emergency savings, there are some concerns among financial…
Read Moreabout ​It’s An Emergency: Really?

Facing market volatility and high interest rates, retirement plan sponsors are rethinking investment options for participants. According to industry experts, many plan sponsors are challenging current offerings in a quest for both diversification and protection…
Read Moreabout Challenging Current Offerings

  The year is already finding some employers defending themselves against allegations of fiduciary breaches under the high standards of ERISA law. Whether or not the allegations are true, defense is expensive. In fact, experts…
Read Moreabout Defense Costs Rising

  When a friend or loved one dies, their car is usually the last thing on anyone’s mind. Ultimately, however, an answer must be found to “what about the car?” Typically, the task of dealing…
Read Moreabout What About The Car? Affairs of The Estate

  When you serve as the representative designated to bring closure to the affairs of a loved one, the costs tend to add up fast—and so do the tasks. Read on for advice from estate…
Read Moreabout Affairs of the Estate: Covering The Costs

  Though lots of scary stories float around, there is nothing inherently bad about probate. Simply put, probate is the legal, public process that brings closure to our affairs when we die. The court supervising…
Read Moreabout Reality Check: Probate?

  Trusts allow families to set aside and protect assets for distribution to designated beneficiaries over time. Though trusts can be established for particular uses, like education, healthcare, or charitable giving, they can also be…
Read Moreabout Establishing An Age Based Trust