Surety Matters

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Displaying 36 results for: fiduciary bond
ERISA 11.20.2019

Why Buy Fiduciary Liability Insurance?

If your company offers a plethora of benefits to your employees including a pension plan, then you are a fiduciary, as is anyone who handles or verses the plan. However, did you know if a…
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Why Buy Fiduciary Liability Insurance?
Court Bonds 09.10.2019

Texas Probate Surety Bonds

County courts in Texas require probate surety bonds when the court appoints someone to handle a deceased person’s estate or often when a will names someone as an estate executor. These bonds are required to…
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Texas Probate Surety Bonds
Court Bonds 09.05.2019

A Property Title Can Impact Whether It Goes Through Probate

How your property is owned can have a very large impact on whether it has to pass through probate in order for it to be passed down to your estate beneficiaries. If a property is…
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A Property Title Can Impact Whether It Goes Through Probate
Court Bonds 08.27.2019

Naming Beneficiaries on Accounts Keeps Them out of Probate

Going through probate can be a long process. But it’s not always necessary if you properly plan ahead. For example, not all bank and retirement accounts have to go through probate. If you name a…
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Naming Beneficiaries on Accounts Keeps Them out of Probate
Court Bonds 08.27.2019

Joint Tenancy Can Keep Property Out of Probate

Passing estates through the probate process can cost you and your estate a large amount in fees while causing your loved ones to have to wait until the resolution of the process to receive the…
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Joint Tenancy Can Keep Property Out of Probate
Court Bonds 08.22.2019

Guide to Probate in Texas

In Texas, when a person dies and leaves property that hasn’t been transferred to someone else through a trust, wasn’t owned via joint ownership with a right of survivorship, or isn’t subject to direct payments…
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Guide to Probate in Texas
Court Bonds 08.22.2019

Can You Avoid Probate?

Probate is a long and arduous process for an estate, so it becomes only natural to wonder if proper estate planning can help an estate fully avoid probate. It is possible, though you have to…
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Can You Avoid Probate?
Court Bonds 08.13.2019

The New Jersey Estate & Inheritance Taxes

For anyone who dies after January 1, 2018, their estates will not be subject to a New Jersey state estate tax. New Jersey residents, however, are still subject to the federal estate tax as well…
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The New Jersey Estate & Inheritance Taxes
Court Bonds 07.26.2019

The New York Estate Tax

For anyone who dies after January 1, 2019, their estates in New York that are worth more than $5,740,000 are taxed. This differs from federal estate tax, which exempts estates worth up to $11.4 million….
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The New York Estate Tax