Our Blog - Surety Matters

When creating a trust, the designation of trustee is among the most important decisions the trustor makes. As a fiduciary, the trustee has significant responsibilities on behalf of beneficiaries—but may not necessarily have deep financial,…
Read Moreabout Directed Trusts: A Basic Overview

If you and your family are among the many millions of Americans who have not yet figured out how to pass your assets to the next generation (aka estate planning), try taking some creative inspiration…
Read Moreabout Encanto: Inspiration for Estate Planning

  State laws of intestate succession that typically date back to the 1950s determine the relations who receive our assets if we die with a will. Experts point out that this can create unfortunate disconnects,…
Read Moreabout Modern Families vs Intestate Succession?

  Amidst the housing affordability crisis across the country, thoughtful planning for what becomes of our homes when we die has the potential to generate a spiral of good for our families—and even our wider…
Read Moreabout Aging In Place: Estate Planning

  Making it easier for employees to bring their retirement savings along when they shift jobs obviously benefits them. Because it reduces the fiduciary risks associated with missing participants and auto cash-outs, facilitating portability also…
Read Moreabout 401k Auto Portability Benefits Everyone

  Many retirees opt to spend their late years in sunny Arizona—even if that means forgoing a local family support network. Recognizing this, Arizona probate courts appoint fiduciaries to serve as personal representatives, or even…
Read Moreabout Public Fiduciary Explained

  As part of its intense focus on retirement security, Congress is considering new two-pronged legislation. If it passes, retirement industry experts anticipate that plan sponsors might face more trips to court stemming from fiduciary…
Read Moreabout Head’s Up: Amended ERISA Legislation?

  You’re not alone. Navigating probate can be challenging. Bonds are often required and the terminology can be baffling. Colonial’s here to help. Our online service makes it easy and speedy for anyone to secure…
Read Moreabout Probate Problems?

  After a will is created, it can be safely filed almost anywhere: with a lawyer, in a safe deposit box, desk drawer…Options depend on the degree to which privacy and security are a concern….
Read Moreabout When Does a Will Become Public Record?