Surety Matters

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Displaying 26 results for: trustee bonds
Court Bonds 05.03.2021

Special Needs and the Trustee Role

 When setting up a trust for a loved one with special needs, you’ll also choose a trustee, which might be yourself, or a friend, relative or professional. No matter who you choose, it’s important to…
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Special Needs and the Trustee Role
Court Bonds 04.01.2021

Count Yourself In: Consider a Trust

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
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Count Yourself In: Consider a Trust
Court Bonds 03.04.2021

The Value of an Inherited Home in The Airbnb Era

An empty home might be a valuable source of steady, monthly income for family members, friends or other beneficiaries. Are they allowed to rent it out upon the death of a loved one?  Follow The…
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The Value of an Inherited Home in The Airbnb Era
Court Bonds 03.04.2021

Understanding the Essential Duties of a Trustee

Just as the word implies, a trustee is a person entrusted with assets intended for the benefit of others. Specifically, as Investopedia explains: A trust is a fiduciary relationship in which one party, known as a trustor,…
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Understanding the Essential Duties of a Trustee
Court Bonds 02.25.2021

Court & Fiduciary Bonds Online, Instantly | The Partnership Account® for Attorneys

WOODCLIFF LAKE, NJ, March 2, 2021 Colonial Surety Company is excited to launch the newest addition in a growing portfolio of digital, direct-to-customer, bond, and insurance products. As an insurtech innovator, Colonial is advancing a…
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Court & Fiduciary Bonds Online, Instantly | The Partnership Account® for Attorneys
Court Bonds 02.11.2021

An Annual Checkup You Really Can Do For Yourself

If you have made a will or trust—good for you! But, if it is outdated, it may cause a lot of headaches down the road. Here’s a quick way to assess potential updates needed.  Time…
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An Annual Checkup You Really Can Do For Yourself
01.27.2021

Confused? Learn the Difference Between Heirs and Beneficiaries

In conversation, the words “heir” and “beneficiary” are commonly used synonymously. Legally, they are not! Read on to understand the difference. If There’s A Will, There’s A… Plan for beneficiaries!  In other words, in a…
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Confused? Learn the Difference Between Heirs and Beneficiaries
01.13.2021

Guardians and Vaccine Decisions

How should court-appointed guardians handle decisions about the COVID-19 vaccine with their wards? Experts advise: apply the substituted judgment standard. Focus On The Ward’s Wishes and Values Carefully and respectfully making important decisions on behalf…
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Guardians and Vaccine Decisions
12.31.2020

What’s a Trustee To Do: Facing Volatile Markets

A trustee must follow the prudent investor rule in managing the assets of a trust. Keep in mind: this is a process-based standard—not a performance-based one. Investing Trust Assets Volatile markets present unique challenges to…
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What’s a Trustee To Do: Facing Volatile Markets