Our Blog - Surety Matters

  If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
Read Moreabout Special Needs Grandchildren?

  Whether you are up to your elbows in estate planning, or just trying to figure out how to get started, the terminology can get a bit fuzzy, hard to digest and keep straight. Short…
Read Moreabout What Exactly Is a Trust?

  How will $68 trillion in wealth be passed along to Millennials and Generation X over the next twenty-five years? Wealthtech! That’s the disruption experts say is underway as legal, financial and tech innovators work…
Read Moreabout Disrupting Estate Planning: Wealthtech?

Before reggae legend Bunny Wailer, aka Neville O’Riley Livingston, died earlier this year at the age of 73, he had made a will and appointed co-executors. In the will, he named each of his thirteen…
Read Moreabout Bunny Wailer: Estate Conflict?

What happens when you add procrastination and misinformation together? For many of us, the combination equals failure to make an estate plan—and loved ones in disarray when we die. Estate planning experts have lots of…
Read Moreabout Get The Facts: Estate Planning?

  With more and more of our lives taking place in the digital realm, our valuables are no longer limited to just those we can touch. Digital assets now require explicit attention during estate planning….
Read Moreabout Appoint a Digital Executor?

  If you’ve jumped into cryptocurrency, don’t forget to figure out how to make it accessible to your loved ones when you die. What if the value increases and no one knows your private key?…
Read Moreabout Cryptocurrency and Estate Planning?

Although wills can be contested, litigators encourage careful thought before doing so. Will contests take time and money—and can cause lasting damage in family and friend relations. Lawyers advise on the importance of being honest…
Read Moreabout Contesting a Will? Be Honest!

Estate plans are “living documents”—meant to be updated as our lives change. Maybe children or grandchildren have come into the picture? Perhaps you or a loved one are declining incapacity? Trusts, arranged to distribute funds…
Read Moreabout Trusts: Distributions Over Time?