Surety Matters

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Displaying 18 results for: estate bonds
Court Bonds 02.24.2021

Be Prepared: How To Execute a Will

If a loved one or friend has asked you to execute their will, chances are, like most people, you’ve said yes. Now what?  Understanding the Duties of an Executor  Executing a will is a legal…
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Be Prepared: How To Execute a Will
Court Bonds 02.11.2021

When Can a Will Be Contested?

Just as family conflicts and miscommunications can be a challenge in life, so too can they create difficulties upon death. Read on for practical, expert advice for those who may feel they have been slighted…
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When Can a Will Be Contested?
12.31.2020

What’s a Trustee To Do: Facing Volatile Markets

A trustee must follow the prudent investor rule in managing the assets of a trust. Keep in mind: this is a process-based standard—not a performance-based one. Investing Trust Assets Volatile markets present unique challenges to…
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What’s a Trustee To Do: Facing Volatile Markets
12.29.2020

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained

Protecting the Vulnerable: Fiduciary Duties and Bonds Explained When someone cannot make sound decisions for themselves, a court can appoint a fiduciary to do so. Often, courts require fiduciary bonds to protect “the ward.” Safeguarding…
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Protecting the Vulnerable: Fiduciary Duties and Bonds Explained
12.29.2020

Duty-Bound to Beneficiaries: Insights for Executors and Trustees

What happens when an estate or trust plan has been set up to continue the operations of a business beyond the owner’s death—but the business ultimately does not provide value to the beneficiaries? Prioritizing the…
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Duty-Bound to Beneficiaries: Insights for Executors and Trustees
Court Bonds 12.10.2020

Understanding Intestate Succession and Fiduciary Bonds

When a person dies without a will, probate courts rely on intestate succession laws to distribute the assets to heirs. Court-ordered fiduciary bonds can become important in this process. Who Gets What? If there is…
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Understanding Intestate Succession and Fiduciary Bonds
Court Bonds 11.19.2020

Understanding Probate Court and Probate Bonds

Many people have their first—and sometimes only—experience with the law in a probate court. Here is what to anticipate if you find yourself there—and in need of a probate bond as well. What Is Probate…
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Understanding Probate Court and Probate Bonds
Surety Bonds 10.18.2020

Understanding Estates and Estate Bonds: Advice for Families

Understanding Estates and Estate Bonds: Advice for Families “You can’t take it with you”—is frequently cautioned among family and friends. Yet, many of us can’t seem to bring ourselves to plan ahead for our valuables….
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Understanding Estates and Estate Bonds: Advice for Families
Court Bonds 08.31.2020

What You Need to Know About New York Surrogate’s Court Bonds

Individuals chosen to be fiduciaries, administrators, and executors within the Empire State are typically required to post a surety bond. Surrogate’s courts require fiduciaries to obtain such a bond to safeguard the interests and affairs of the…
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What You Need to Know About New York Surrogate’s Court Bonds