Our Blog - Surety Matters

Serious, sudden illness. Heading into danger, perhaps a military operation. Life threatening natural disaster. Historically, these kinds of grave situations have prompted the spontaneous writing, by hand, of a will. Known as holographic wills, plans…
Read Moreabout Handwritten Wills?

If you are an adult of any age, and have armed your loved ones with a will, trust, health care proxy and power of attorney, yeah for you! Whether your assets are modest or many,…
Read Moreabout Your Estate Plan’s Calling: Update Please

As the name implies, revocable trusts can be modified fairly easily, and that’s a big reason why they are such useful estate planning tools: as life takes twists and turns, revocable trusts can be readily…
Read Moreabout Changing A Revocable Trust?

It’s the scenario we all shudder just to imagine: suddenly, an elderly loved one doesn’t seem to be as sharp as they used to be. Next, they have a new best friend we’ve never met,…
Read Moreabout Preventing Exploitation: Plan Ahead!

When an individual dies without an estate plan, the local probate court appoints someone, usually a relative, to settle the deceased’s affairs. This person is referred to as an administrator. Since the duties of the…
Read Moreabout What Is An Administrator Bond?

With trusts becoming increasingly popular for both care and estate planning, more relations and friends will find themselves being asked to serve as trustees. So what exactly does a trustee do? For one thing, a…
Read Moreabout What Do Trustees Do?

During estate planning, intentions for major assets, like money and real estate, are set using a will and or trust, and these documents are legally binding. It’s a wise idea to also create a personal…
Read Moreabout Personal Property Memorandum?

A will is an essential legal tool for detailing how you want your assets to be distributed after death. Importantly, through a will, you also name a guardian for minor children. It’s wise to go…
Read Moreabout The Best Estate Plan: A Will And A Trust

Though it’s customary to divide assets equally among children, there is no law saying that parents must do so. In fact, parents do not have to leave anything to their children. Still, when making a…
Read Moreabout Equal Love, Unequal Inheritance?