Our Blog - Surety Matters

  At its best, estate planning addresses goals related to both our own well-being as we age, and the designation of assets–be they modest or many–for beneficiaries. The ultimate success of estate plans rests with…
Read Moreabout Estate Planning: Fiduciary Roles Explained

  Even after living through the pandemic, it’s estimated that over two thirds of Americans still have no estate plan, which ultimately leaves loved ones with hard things to do and decide. Even if our…
Read Moreabout COVID’s Impact on Estate Planning?

  Following the death of a loved one, the debts of the deceased are sorted out in probate court, which then directs the distribution of assets according to the will, or absent a will,  the…
Read Moreabout Summary Administration Explained

  If you have made an estate plan—good for you! Too many have not. However, you do need to review it every few years–and sooner if there are life changes–or a change in asset status….
Read Moreabout Things Are Always Changing…

  Can you use AI for estate planning? Sure. Is it a good idea to rely on AI for estate planning? Most likely not. Solid estate planning requires understanding nuances and tailoring tools, like trust…
Read Moreabout Estate Planning and AI?

Yes, courts can make changes to a will or trust. However, typically, they are hesitant to do so, in an effort to maintain the integrity of the intentions reflected in them. Nonetheless, reformation can be…
Read Moreabout Reforming Wills and Trusts?

  During estate planning, the question of what to do with the family home is often the most important decision to be made, as it frequently represents the most valuable asset to be inherited. Given…
Read Moreabout What If The Nest Is Never Empty?

  While keeping affairs organized is important for all adults, life partners who do not marry need to be especially careful. Without an estate plan, asset distribution is subject to state laws of intestacy, which…
Read Moreabout Unmarried Life Partners? Estate Plan!

  Estate planning is not only about having bags of money to give away. Practically everyone needs a will to ensure affairs are left as organized as possible for loved ones. A complete estate plan…
Read Moreabout Everyone Needs An Estate Plan