Our Blog - Surety Matters

The public process of bringing the affairs of the deceased to closure, aka probate, tends to sound scary and off-putting, and is often surrounded by confusion, and misinformation. Here are simple answers to the basic…
Read Moreabout Probate Questions Answered

During a trial, attorneys present evidence and argue cases before a judge and jury. If there are grounds to challenge a trial court decision, the case goes to an appeals court, where an argument is…
Read Moreabout Trial Vs. Appeal?

Estate planning is an important way for every parent to prepare for the inevitable, but it is doubly important for families when special needs children are involved. Future care plans must be carefully thought through,…
Read Moreabout Special Needs? SNT Explained

As the rise of Artificial Intelligence rapidly reshapes the employment landscape, educational institutions of all kinds are sprinting to respond with next wave learning experiences and “future proof” skill building opportunities. Though much is uncertain,…
Read Moreabout Gifting Education for the AI Era

The root causes for putting off estate planning decisions are obvious: it’s icky, and fraught with unknowns. Nonetheless, making proactive arrangements for our own care during aging, and for the gifting of assets we are…
Read Moreabout In Real Life: Proactive Planning and Gifting

Most likely, yes, you do have an estate. Though “estate” tends to conjure a big home, surrounded by gardens and streams, and maybe even a horse or two, an estate is really just the sum…
Read Moreabout Adulting: Do You Have An Estate?

If you have made an estate plan and established a trust, good for you: a proactive approach to care and asset arrangements for life’s later years is best. Even if you end up deciding to…
Read Moreabout Moving to a New State? What About The Trust?

Thoughtful estate planning can accomplish so much. Through estate planning we can address our own financial and care needs in preparation for aging. We can target assets to give to others, and ensure they are…
Read Moreabout Family Harmony: Avoid Ambiguity

Unusual decisions. Secrets. The sudden, intense involvement of new friends. Suspicion of undue influence. These are the kinds of circumstances that can lead to a will or trust being legally challenged. Then too, more ordinary…
Read Moreabout Preventing Legal Challenges To Estate Plans