Our Blog - Surety Matters

As digital assets, whether of personal, creative or monetary value, continue to represent a bigger slice of our lives, it’s wise to also consider what happens to them if we experience a capacity loss, as…
Read Moreabout Digital Executor: Who’s Yours?

Probate is the public process of resolving the debts of the deceased, and then distributing assets either in accordance with the laws of intestacy, or a will. Probate goes smoothly for most families, though it…
Read Moreabout Probate Litigation and The Role of Attorneys

Most of us indeed want that! No wonder there is great interest in pursuing lifetime income options, often referred to as annuities, within retirement plans, like 401ks. Nonetheless, it’s easier said than done for plan…
Read Moreabout Guaranteed Income For Life?

Probably not for baby boomers, but most likely, yes, for Gen Z and millennials. Though it’s no surprise that technology continues to both create and illustrate big shifts between generations, a recent study conducted by…
Read Moreabout Retirement Planning: Advice from AI?

In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
Read Moreabout Roller Coaster Ride: Benchmark!

A question each of us will have to answer sooner or later in our lives is: Who will take over our financial affairs when we can no longer handle them? Establishing a trust is a…
Read Moreabout Tips for Choosing A Professional Trustee

With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,”  and recommend strategies, solutions and…
Read Moreabout Mounting Pressures: Plan Sponsorship

No one knows how long they get to live with a clear mind and the capacity to make independent decisions. Ideally, proactive care and estate planning has designated someone we trust to take over long…
Read Moreabout Struggling Elders? Guardianship?

Probate often gets a bad rap, likely because it is associated with two things we dread: death and bureaucratic procedures. Nonetheless, most families will likely experience probate, which is not to be confused with probate…
Read Moreabout Probate Is Normal, Probate Litigation Is Not