Our Blog - Surety Matters

Trusts can be an important way to provide for children, or other family members with special needs upon your death. When you create a trust, you can make choices about how the disbursements are to…
Read Moreabout Trust Distributions?

 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…
Read Moreabout Special Needs and the Trustee Role

 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…
Read Moreabout Count Yourself In: Consider a Trust

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…
Read Moreabout The Value of an Inherited Home in The Airbnb Era

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,…
Read Moreabout Understanding the Essential Duties of a Trustee

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

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 But, if it is outdated, it may cause a lot of headaches down the road.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…
Read Moreabout An Annual Checkup You Really Can Do For Yourself

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…
Read Moreabout Confused? Learn the Difference Between Heirs and Beneficiaries

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…
Read Moreabout Guardians and Vaccine Decisions