What is a Succession Plan?
BY Kaycee Cuaira
A succession plan is an important part of the estate planning process if you are a business owner. Having a plan in place for what …
Meredith Spidel: Parenting a Child with Autism
BY Brynne Conroy
The scene is a suburb outside of Philadelphia. A young mother panics as she realizes she just locked her 8-month-old son in the car with …
The Importance of Beneficiary Designations
BY Kaycee Cuaira
If you have retirement accounts, life insurance and other ways of setting aside money for the future for your family or heirs, you are on …
How Do You Write a Letter of Intent?
BY Kaycee Cuaira
A Letter of Intent is an often forgotten but very useful part of a comprehensive plan. Also called a Letter of Instruction, it is a …
Parenting Bloggers of Tomorrow: Tampa
BY Brynne Conroy
Tampa, Florida: Home of the Tampa Bay Rays, Busch Gardens and MacDill Air Force Base. It’s a city that basks in sunshine and offers an …
What is a Joint Trust and Should I Have One?
BY Kaycee Cuaira
If you are married and considering setting up a trust for estate planning purposes, one of the first things you will need to decide is …
What is Hawaii’s “Reciprocal Beneficiary” Relationship, and Does It Make Sense for You?
BY Kaycee Cuaira
Hawaii has a unique, legally-recognized relationship that is similar to a civil union and can impact estate planning. It’s called the “reciprocal beneficiary” relationship. Hawaii’s …
Parenting Coaches of Tomorrow: Dallas
BY Brynne Conroy
The DFW area is full of experienced professionals working to make your life as a parent more manageable, enjoyable and meaningful. In particular, Dallas has …
