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...
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Empowering Hawai`i Families & Securing Legacies Since 2017
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- 5 min
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...
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- 4 min
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...
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- 4 min
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...
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- 4 min
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...
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- 5 min
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...
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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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- 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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- 6 min
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...
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- 7 min
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...
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- 5 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 4 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 8 min
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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- 6 min
FAQs About Long-Term Care Insurance
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact,...
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- 6 min
6 Ways the ARP Can Boost Your Finances—Part 2
Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
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- 5 min
6 Ways the ARP Can Boost Your Finances
Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
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- 6 min
"Black Panther" Star Dies Without a Will
On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed...
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- 5 min
The 2020 Presidential Election May Affect Your Estate—Part 2
No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of...
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- 5 min
Have You (or Your Parents) Reviewed Your Investment Portfolio Lately?
If you or your parents have a retirement account or any investment accounts for that matter, now is the time to get connected to how...
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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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