Our Blog - Surety Matters

  Big secrets withheld from close family members are difficult during life—and perhaps even more devastating upon death, when loved ones no longer have the hope of making peace with a surprising new reality. However,…
Read Moreabout Family Secrets and Estate Plans

  Experts provide advice on the essentials of preventing unauthorized access to data for criminal use. Read on to understand what is included in a comprehensive cybersecurity plan and how every business can affordably secure…
Read Moreabout Unauthorized Access: Data Protection

  Winning lawsuits against 401k plans have established precedents that are fueling more claims. Industry experts urge plan sponsors to examine the underlying basis of most of the claims. Doing so offers a roadmap for…
Read Moreabout Now What?

  ERISA law holds fiduciaries to high standards, which are actively enforced by the Department of Labor (DOL). Increase your awareness about what that means on a day to day basis as a plan sponsor…
Read Moreabout Get It Right: Fiduciary Duties

  We all have the general sense that cybercrime is a threat to our money, identities and businesses but, for the most part, we cross our fingers and hope it won’t interfere with our to…
Read Moreabout What Exactly Is Cybersecurity?

  That’s what retirement plans are receiving from the Department of Labor (DOL). Given the stepped up expectations on cybersecurity over the past year, scrutiny of policies and practices is becoming part of the investigation…
Read Moreabout Subpoena: Cybersecurity Records Please

Here’s a reality no one likes to talk about: when a loved one dies, as if working through grief is not enough, there’s a lot of other work to be done. In addition to the…
Read Moreabout Death In The Family? Practical Advice

  No one wants to think about living with Alzheimer’s. Sadly, a growing number of people and their families have no choice but to make big shifts in their lives, as they cope with the…
Read Moreabout Alzheimers? Consider a Trust

In Missouri the Circuit Court’s Probate Division oversees the distribution of assets after a death. If there is a will, assets are distributed accordingly, after debts are paid. If there is no will, Missouri’s intestacy…
Read Moreabout Missouri: Probate and Personal Representatives?