Our Blog - Surety Matters

  Estate planning experts encourage extra diligence for blended families in which the spouses married after adult children have been raised. Generally, it’s not that bad intent results in problems. Instead, unintended consequences tend to…
Read Moreabout Remarried With Adult Children?

We’ve all heard of estate sales and maybe even picked up a treasure or two while attending one. But, like everything about his legend, James Brown’s recent estate sale is unique: his entire estate was…
Read Moreabout Estate Sold: James Brown

  Let’s say Mom left the family home equally to all of the adult children, specifying that the child who had been living with her and caring for her in later years could stay for…
Read Moreabout Forcing a Sibling To Move Out?

  Employers are increasingly using both automatic enrollment and automatic escalation to encourage retirement savings. Increased retirement savings is critical as life spans—and the cost of living—rise, and both employers and employees are seeing the…
Read Moreabout Keeping Up? 401k Trends

  Legal experts predict that 2022 will be another hot year for ERISA litigation, particularly related to retirement plans. With more firms now working for plaintiffs and drawing on established precedent, cases continue to widen…
Read Moreabout Start Solid: ERISA Law 2022

  When we die, our loved ones will probably find themselves with a lot to manage—along with their grief. Most families find there are papers to be located, the probate process to navigate, decisions to…
Read Moreabout Tidying Up: Update Your Estate Plan

  Ironically, though it is trendy to talk about disruption, the disruptor that is most likely to have a massive impact on many of us —longer life spans—frequently goes without our true attention. The longer…
Read Moreabout Plan For Yourself!

  Retirement plan experts advise plan sponsors to step up preparedness for cyber attacks. Solutions built on “if” a cyber attack occurs are now less relevant than solutions built on “when”a cyberattack occurs. In other…
Read Moreabout When Will A Cyber Attack Impact You?

  Data indicates that the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 is having an impact. The Plan Sponsor Council of America’s 64th Annual Survey reveals positive trends related to retirement…
Read Moreabout 401k Plans: Record High Participation