Our Blog - Surety Matters

Our blog covering the latest in bonds and insurance
Displaying 325 results for: Probate Bond
Court Bonds 04.24.2024

Should The Executor of a Will Use Discretion?

Just as the title expresses, the role of executor is to carry out the intentions of the testator (aka person creating a will), so generally, executors do not volunteer their own discretion while fulfilling their…
Read Moreabout Should The Executor of a Will Use Discretion?

Should The Executor of a Will Use Discretion?
Court Bonds 04.18.2024

Updating Estate Plans: A Checklist

If you’ve made an estate plan, good for you: you’re ahead of many people in gifting your family (and yourself) with peace of mind. However, keep in mind, estate planning is not a “once and…
Read Moreabout Updating Estate Plans: A Checklist

Updating Estate Plans: A Checklist
Court Bonds 04.18.2024

Trusts: Separate and Unique Entities

Under the eyes of the law, trusts are separate and unique entities, and this is why they are incredibly useful estate planning tools. Trusts can be set up to accomplish a variety of goals. All…
Read Moreabout Trusts: Separate and Unique Entities

Trusts: Separate and Unique Entities
Court Bonds 04.15.2024

Executing A Will: Duties Explained

Creating a will is an important way to organize affairs and prevent loved ones from having excess stress when we die. At the time a will is made, a trusted individual is designated to serve…
Read Moreabout Executing A Will: Duties Explained

Executing A Will: Duties Explained
Court Bonds 04.15.2024

Wealth Transfer: OutRight Or In Trust?

As Baby Boomers transfer trillions to younger generations, there are many decisions to be made, not just about what estate planning tools to use (wills or trusts) but about fundamentals, like whether to make an…
Read Moreabout Wealth Transfer: OutRight Or In Trust?

Wealth Transfer: OutRight Or In Trust?
Court Bonds 04.03.2024

Rainy Days Continue For Prince’s Estate

  When music legend Prince died unexpectedly in 2016, it took six years for relations and business associates to come to agreement over his assets and affairs. The plans, announced in 2022, would have allowed…
Read Moreabout Rainy Days Continue For Prince’s Estate

Rainy Days Continue For Prince’s Estate
Court Bonds 04.03.2024

Probate Dispute?

  Ordinarily, probate court matters are routine, and may include admitting wills, greenlighting executors and ensuring creditors and beneficiaries receive the appropriate notifications in a timely manner. Sometimes disputes, such as will contests or claims…
Read Moreabout Probate Dispute?

Probate Dispute?
Court Bonds 03.28.2024

Planning Ahead: Capacity Decline

  A brutal truth is that we can never know if or when we could experience a capacity decline that impedes our ability to run our businesses, handle our finances, and make sound decisions. That’s…
Read Moreabout Planning Ahead: Capacity Decline

Planning Ahead: Capacity Decline
Court Bonds 03.28.2024

Death and Taxes: Who Pays What?

  While the saying “you can’t take it with you,” is true of our money and possessions, taxes do follow us into death, remaining due until paid off, usually by the personal representative or other…
Read Moreabout Death and Taxes: Who Pays What?

Death and Taxes: Who Pays What?