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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Guardian of the Estate: Understanding the Duties
Court-appointed estate guardians accept significant fiduciary responsibilities. Understand the legal commitment. When Is a Guardian of the Estate Necessary? LegalZoom defines guardianship of adults as: A legal mechanism whereby a suitable person makes important decisions…
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Consider a Trust for Beneficiaries with Special Needs
Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Start With…
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Guardianship and Guardianship Bonds: Important Updates
When a court orders a guardianship for someone deemed unable to safely make their own decisions, a fiduciary bond is generally required. These court-mandated guardianship bonds are critical and must be obtained quickly from a…
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Important Reminders About ERISA Bond Compliance
With class action suits related to 401(k) plans rising sharply, now is a critical time to check that you are in compliance with ERISA regulations. Importantly, this includes ensuring an ERISA bond that properly…
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Taking Care of Veterans: Benefit Awareness
New regulations provide support to more of the family caregivers supporting seriously injured veterans. Here are the basics—and important reminders about carefully stewarding all of the benefits veterans have earned. Giving More Family Caregivers Needed…
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When There Is No Will, Probate Court Steps In
The number of Americans who do not have wills (or similar documents) has increased. Generally, when a loved dies without a will, a probate court appoints an administrator and determines the heirs. Here’s what…
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Plans For Family Assets: Begin The Conversation Today
More family members from across generations are living together than ever before. There has never been a better—or more important— time to involve everyone in safeguarding hard earned assets. Talk About Your Savings: Take The…
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Who Is a Conservator? What is a Conservator Bond?
Words like “conservatorship,” “conservator” and “conservatee” most commonly hit the news when celebrity cases are in motion. Though these cases might tap our curiosity, we are more likely to find cases down the road, across…
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