Why You Need an Estate Plan Before Your Vacation
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy time with your spouse, partner,...
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- 3 min
4 Reasons Why Updating Your Plan is Important
As the world and laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
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- 3 min
Protect Your Young Adult in a Medical Crisis: Know Your Parental Rights
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
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- 4 min
Protect Your Children’s Inheritance from the Government and Opportunists
If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...
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- 5 min
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on...
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- 5 min
The High Cost of Outdated Estate Plans
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
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- 4 min
4 Common Life Insurance Beneficiary Designation Mistakes to Avoid
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
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- 4 min
Which Trust is Best for You - Revocable or Irrevocable?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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- 6 min
What Happens To Your Debt When You Die?
Maybe you’ve wondered about your own debt or perhaps your parents' debt—what happens to that debt when you (or they) die? Well, it...
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- 3 min
5 Financial Decisions to Consider Before Year's End
This week, before the year ends, consider these 5 financial, retirement, and tax actions you may need to take before it’s either too late...
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- 6 min
6 Green Funeral Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...
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- 5 min
Are You Ready for the Coming Wealth Transfer?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
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- 5 min
4 Year-End Tax-Saving Strategies for 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
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- 5 min
7 Things to Consider When Buying Disability Insurance
If you earn a good living now but worry about not having enough money for a future time when you cannot work due to illness or injury,...
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- 6 min
How to Manage Your Digital Accounts After Your Death — Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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- 6 min
How to Manage Your Digital Accounts After Your Death — Part 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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- 7 min
Is Your Estate Plan Up-To-Date?
One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan...
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- 5 min
5 Ways to Pay for Your Funeral So Your Family Doesn’t Have to
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
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- 4 min
Avoid Capital Gains Tax With A Charitable Remainder Trust
If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to contact us to...
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- 6 min
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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6 MAJOR MISTAKES HAWAII FAMILIES MAKE WHEN CHOOSING AN ESTATE PLANNING ATTORNEY
No time for mistakes. Save your family a lot of money, stress, and wasted time.
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