Our Blog - Surety Matters

Chosen when a will is written, the executor is legally obligated to carry out the intentions of the “testator” who made the will, as well as to adhere to all state probate protocols when closing…
Read Moreabout Understanding The Responsibilities: Executor

When you created an estate plan during your marriage, it was likely designed to protect assets for a shared future, as well as to protect your spouse should something happen to you, and vice versa….
Read Moreabout Divorce? Your Estate Plan Needs Attention

Yes, it is possible to contest a will or trust, based on validity, interpretation, or administration. However, though relations or friends may feel anger or disappointment about the plans made by a loved one who…
Read Moreabout Contesting An Estate Plan?

For many grandparents, the joy of grandchildren inspires a desire to leave “even a little something” behind for them. Indeed, monetary gifts, no matter how modest, can prove to be life changing. One way to…
Read Moreabout Grandchildren: Custodial Account?

If you have children, you have hopes and dreams for them, and ideally, you’re also saving up for their needs as they grow. If something happens to you suddenly, who knows about your savings and…
Read Moreabout Protecting Children, Achieving Dreams

Even though estate planning is typically associated with arrangements for distributing assets upon death, it’s a wise idea to consider debts too. Financial obligations do not automatically evaporate when we die, and sorting out what…
Read Moreabout Estate Planning With Debt?

Many of us associate estate planning with complex legal jargon and large financial portfolios, but a complete estate plan is simply a thoughtful strategy for the future. It’s about protecting yourself and your loved ones,…
Read Moreabout What’s A Complete Estate Plan?

Estate planning involves a lot of important decisions, but few are as critical—or as challenging—as choosing a trustee. While it might seem like a simple ceremonial honor, the reality is that this appointment comes with…
Read Moreabout Estate Planning: Choosing Your Trustee?

Although the designation of a guardian to care for minor children can only be made through a will, it’s best to set aside money for them via a trust. Minors cannot directly inherit assets, so…
Read Moreabout Setting Aside Money For Children?