Uncovering the Hidden Risks of Beneficiary Designations
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your...
top of page
Empowering Hawaiʻi Families & Securing Legacies Since 2017
Mahalo for naming us as a "Best of Hawaiʻi" in Estate Planning and "Top 100 Attorneys" nationally!
BLOG
Search
8 min read
Maximize Your Tax Refund with Estate Planning
When that extra bit of money from your tax refund lands in your bank account, it's easy to start dreaming about all the ways you can use...
9 views
5 min read
How to Teach Your Teens about Cryptocurrency
In an era where digital innovation shapes every aspect of our lives, it's no surprise that our teenagers are drawn to the allure of...
16 views
4 min read
14 Ways to Show Your Finances Some Love - Part 2
In the first installment of this series, we explored 7 ways to show your finances and your family some love with smart, tax-advantaged...
25 views
4 min read
14 Ways to Show Your Finances Some Love - Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic...
13 views
4 min read
This New Law Lets You Save for Retirement and Pay Off Student Loans Simultaneously
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a...
33 views
5 min read
Tips for Setting Up Your Life Insurance Policy Correctly
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
25 views
4 min read
FAFSA Rule Change: Boosting Student Aid for Your Grandkids
Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now...
15 views
5 min read
How to Roll Unused 529 College Savings into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans....
24 views
5 min read
Know Your Rights to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...
11 views
5 min read
3 Tips for Navigating Holiday Money Talks with Family
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
12 views
4 min read
8 Strategic Moves for Year-End Tax Planning—Part 2
In part one, we looked at four different ways to lower your tax liability, from adjusting your tax withholding to strategically planning...
23 views
4 min read
8 Strategic Moves for Year-End Tax Planning—Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
19 views
4 min read
How the National Debt Ceiling Impacts Your Family's Finances
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...
24 views
5 min read
Unveiling Warren Buffet's Surprising Strategy for Wealth Accumulation
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of...
21 views
6 min read
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...
69 views
3 min read
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...
11 views
5 min read
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...
13 views
6 min read
What to Know About Trusts & Taxes
People often come to us curious—or confused—about the role trusts play in saving on taxes. Given how frequently this issue comes up, here...
38 views
7 min read
New Student Debt Relief Plan Explained
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
32 views
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.
bottom of page